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Our Team
Get to know the individuals who drive our success
Meet the Experts
About Equity Partners
At Equity Partners, our mission is to empower financial advisors by providing access to growth capital, cost-reduction solutions, and strategic exit opportunities. With a team of seasoned professionals, we specialize in advisor succession strategies, growth initiatives, minority partnerships, and serve as a principal buyer for advisors seeking strategic exits.
Team Values
a commitment to client success are the cornerstones
Ron Robertson
CEO
Partnered with Eric Russell to build an RIA ahead of Frank Russell Company’s $1.2B sale. Trained in asset allocation and strategy by Duncan Smith. Secured nearly $1B in UHNW assets by 2005.
Dr. Ken Knight
Former business professor at UT, Stanford, and Seattle Pacific.
Thane Cleland
Award-winning portfolio manager for large U.S. pensions.
Jeff Hussey
Former CIO of Russell Company, managing $300 billion in AUM.
Erik Ogard
Alternative investments expert from Russell’s $8 billion hedge fund of funds.
Layne Sapp
Capital markets expertise and builder of a billion-dollar securitization firm.
Strategic Excellence, Proven Results
our methodology for delivering Solutions
At Equity Partners, we take a consultative, strategic approach to every engagement—helping advisors navigate succession, growth, and exit planning with precision. Our methodology is grounded in industry expertise, innovative financial structuring, and a commitment to sustainable outcomes for both advisors and their clients.
We don’t just offer solutions—we partner to create enduring value. Whether you’re scaling, preparing for a transition, or optimizing your operations, our process is designed to support every stage of your journey.
industry insights
We bring decades of experience from asset management, M&A, and succession planning to help advisors see around the corner.
innovative strategies
Our approach blends customized capital solutions, advisor equity strategies, and proprietary deal structures to unlock growth and liquidity.
drive sustainable success
From strategic exits to long-term partnerships, we help advisors build legacies that endure beyond the next transaction.
Join a Team That’s Redefining Advisor Partnerships
At Equity Partners, we’re always looking for strategic thinkers, innovators, and relationship builders who share our passion for empowering financial advisors. If you’re looking for a mission-driven firm with a collaborative culture and a strong work-life balance, we’d love to hear from you.