Vamsi Yadlapati
Board Member
- Board of Managers
- Shareholder
Vamsi Yadlapati is an experienced leader in the wealth management industry. As part of the Executive team at Focus, he helped build one of the most successful consolidations in the industry. As Co-Head of M&A, Vamsi built out the team, process and discipline for the firm to be able to execute 50+ acquisitions annually. His role also encompassed a range of responsibilities including strategy, international expansion and consulting to the acquired wealth firms.
Vamsi continues to be active in the wealth management space and currently sits on several Boards in addition to Pathstone including Cetera Financial, SageView Advisory Group, and Adviser Investments. He is also a consultant to various private equity firms, working on many of the largest transactions in the wealth space over the past year. He is also a Strategic Advisor to Dragonfly Commerce, a roll-up in the Amazon marketplace.
Prior to his experience in wealth management, Vamsi worked in private equity at Summit Partners and prior to that he was an investment banker at Salomon Smith Barney. Vamsi received his MBA from the Kellogg School of Management and a B.S. in Information Systems from the University of Illinois at Urbana-Champaign. Vamsi has been recognized by M&A Advisor Magazine with the 40 Under 40 Award. His passion as a full-time father includes not only being active raising his children, but also taking part in activities with them, including skiing, swimming, karate, cub scouts, and kayaking among others. He is also an avid study of human behavior and influence in his free time.
Group
Vamsi Yadlapati is an experienced leader in the wealth management industry. As part of the Executive team at Focus, he helped build one of the most successful consolidations in the industry. As Co-Head of M&A, Vamsi built out the team, process and discipline for the firm to be able to execute 50+ acquisitions annually. His role also encompassed a range of responsibilities including strategy, international expansion and consulting to the acquired wealth firms.
Vamsi continues to be active in the wealth management space and currently sits on several Boards in addition to Pathstone including Cetera Financial, SageView Advisory Group, and Adviser Investments. He is also a consultant to various private equity firms, working on many of the largest transactions in the wealth space over the past year. He is also a Strategic Advisor to Dragonfly Commerce, a roll-up in the Amazon marketplace.
Prior to his experience in wealth management, Vamsi worked in private equity at Summit Partners and prior to that he was an investment banker at Salomon Smith Barney. Vamsi received his MBA from the Kellogg School of Management and a B.S. in Information Systems from the University of Illinois at Urbana-Champaign. Vamsi has been recognized by M&A Advisor Magazine with the 40 Under 40 Award. His passion as a full-time father includes not only being active raising his children, but also taking part in activities with them, including skiing, swimming, karate, cub scouts, and kayaking among others. He is also an avid study of human behavior and influence in his free time.
