Larry Roth

R. Lawrence Roth, also known as Larry Roth, is a prominent figure in the financial services industry with over 40 years of experience.3 He currently holds several key positions and has an extensive background in wealth management and investment banking.

Current Roles

Larry Roth serves as:

1. Senior Advisor at Berkshire Global Advisors, a leading investment bank focused on the financial services industry.13
2. Founder and Managing Partner of RLR Strategic Partners, a strategic consultancy, private investment, and M&A advisory firm specializing in the wealth management sector.12

Professional Experience

Throughout his career, Larry Roth has held significant leadership positions:

• CEO of Advisor Group (now Osaic)12
• CEO of Cetera Financial Group12

Both of these companies are among the largest independent wealth management firms in the United States.

Expertise and Services

Larry Roth offers a range of services and expertise:

• Advising senior management teams and boards of directors across the financial services and wealthtech industries1
• Delivering high-impact strategic growth plans and execution support2
• Providing comprehensive mergers & acquisitions solutions in association with Berkshire Global Advisors2
• Structuring value-creating transactions as an investment banker1
• Acquiring, growing, and selling financial services businesses as an entrepreneur and private investor1

Education and Qualifications

• J.D. from the School of Law at the University of Detroit13
• Bachelor's degree from Michigan State University13
• Completed the Owner/President Management Program at Harvard University's Graduate School of Business Administration13
• Certified Public Accountant (CPA)14

Larry Roth's LinkedIn username is larry-roth-cpa-jd-86b20713, which reflects his professional qualifications as a CPA and JD.4