As a seasoned professional in the Financial Services industry, Ms. Bacon brings over 15 years of expertise in business development, specifically focused on working with Registered Investment Advisors (RIAs). Her career has been dedicated to bridging the gap between investment banking and the RIA community, providing tailored solutions that help RIAs expand their services, optimize their operations, and achieve their growth objectives.

Throughout her career, Ms. Bacon has developed a deep understanding of the unique challenges and opportunities faced by RIAs. This insight allows her to offer strategic advice and innovative financial solutions, from mergers and acquisitions to capital raising and strategic partnerships. Her approach is centered on fostering long-term relationships built on trust, transparency, and a shared commitment to excellence.

In addition to Ms. Bacon’s professional endeavors, she is an advocate for continuous learning and professional development, staying abreast of the latest trends and regulatory changes in both the investment banking and RIA sectors.