The THIRD Annual On Wall Street Branch Manager Awards presented by Mainstay investments

Judging Panel

Philip Palaveev
President
Fusion Advisor Network

A frequently sought after speaker on practice management, Palaveev joined Fusion, a network of independent advisor firms, last year. Prior to joining Fusion, Palaveev was a principal with Moss Adams LLP, where he led the market research for the firm. He specialized in consulting with broker-dealers, insurance companies and investment advisors. Palaveev has participated in more than 200 consulting engagements helping the industry’s largest national firms as well as the fastest growing RIAs create their pricing and financial management structure.