Ahead of the 4th of July holiday, we’re taking a moment to reflect on Regent Peak's own journey to independence.

In the latest installment of Gregg Greenberg’s InvestmentNews’ ‘Independence Series’, our Founding Principal and Managing Director Craig-Robson shares how we navigated launching our own firm in 2019—and what’s fueled our growth since:

• Building out a diversified investment platform—including private equity, credit, real estate and digital assets
• Leading with culture by creating a workplace where team members are supported as people first
• Hiring ahead of demand to ensure sustainable growth without sacrificing service
• Using technology intentionally to stay nimble and meet the needs of an increasingly complex client base

Craig also explores how independence has allowed us to deepen relationships by leading with meaningful conversations—centered not on products, but on client priorities and long-term goals.

Read the article HERE