As part of their prestigious yearly review of senior leaders in the industry PAM Insight named one of our founding Directors, Mark Perchtold, as one of the 2021 PAM 50 Most Influential in wealth management: https://www.paminsight.com/twn/article/2021-pam-50-most-influential-%E2%80%93-the-results
This is a great achievement for a young firm and to be placed amongst many highly successful industry stalwarts is a great recognition of Mark’s vision for wealth and asset management and what the firm has achieved to date.
David Pierson, Omba’s Chief Operating Officer commented:
In addition to our 2020 PAM Award as Emerging Manager it also acknowledges the strong business we are building, grounded in our values and supported by a fantastic team who are integral to our success.
Of course none of it would be possible without our valued clients so we wanted to take the opportunity to thank them for their ongoing support.
Thanks also go to the team at PAM Insight for the recognition.