Strategic guidance, credibility, and introductions across the national network.

Rob Tucker, Ph.D.
Managing Partner, Grey Matter Partners
Senior advisor to executive teams. 25 years, 200+ organizations, Fortune 10.
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Derek Cherne
30 years serving high-net-worth families, foundations, and closely-held businesses.
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Mike Dolberg
Founding partner and CEO of a multi-billion-dollar national wealth platform headquartered in Charleston, SC.
John Krambeer
Multi-family office for ultra-high-net-worth households. Three decades in private wealth.
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A curated network of practitioners across each discipline. The full directory with contacts is available to active practitioners.

Analysts who came through the Agora and went on to roles across finance, banking, and graduate study.

Warren Bischoff
Co-Founder & President, The Agora
B.S., Carroll School of Management, Boston College. Partner at Old Greenwich Consultants. Co-founded the Agora's analyst program — the same one he came up through.
Ryan Davis
Goldman Sachs, New York
The Agora's inaugural analyst — and its high-water mark. The Ryan Davis Award is given each season in recognition of the standard he set, awarded to the analyst whose work most lives up to it.
Jack Flanders
Sales Trader, Baird
Stonehill College. Sales Trader at Baird in New York, with prior analyst experience at Old Greenwich Consultants and the Stonehill College Investment Finance Initiative.
Ben Brassord
Product Marketing Manager, Amazon
Colby College, Class of 2014, with a major in psychology and a minor in studio art. Product Marketing Manager at Amazon in New York.
Luke Bischoff
LSB, Brooklyn
Villanova University, BSCE in Hydrology, with exchange study at the University of Melbourne. Operations leadership across the Foster Institute, Motivate LLC, and CAC Industries.
Wyatt Kane
Wealth Management Associate, Stifel Financial
Wealth Management Associate at Stifel Financial in New York. Previously a research analyst at Old Greenwich Consultants and a wealth management intern at RBC.
Now open

Agora #1

Wayzata, Minnesota · Historic Boatworks Building on Lake Minnetonka
294 Grove Lane East · Wayzata, MN 55391

A historic lakefront building in downtown Wayzata on the shores of Lake Minnetonka. The Boatworks Building dates to the 1890s. Now the first Agora location, with shared professional space at lake level and an established wealth management practice from the floor above. Private marina, lakefront event space, conference facilities.

Aerial view of the Wayzata Boatworks on Lake Minnetonka, circa 1956
Wayzata Boatworks Building, c. 1956.

Agora #2

Coming to new markets soon.