CM CAPITAL PARTNERS
WEALTH MANAGEMENT FOR ENTREPRENEURS & HIGH NET WORTH FAMILIES
CM CAPITAL PARTNERS
WEALTH MANAGEMENT FOR ENTREPRENEURS & HIGH NET WORTH FAMILIES
How We Help
Team
Actively Managed Accounts
Institutional Advisory
Connect
Actively Managed Accounts
Actively Managed Accounts
Services
Institutional Investment Services
At CM Capital Partners, we provide advice and assistance to investment bankers, family offices, private equity firms, venture capital firms, business owners, entrepreneurs, and boards-of-directors investing in public or private debt and equity. CM Capital Partners offers advisory services in the areas of sale, merger & acquisition, recapitalization, and generational transition of privately-held or family-owned companies. We primarily focus in the corporate services, retail, franchising, restaurants, consumer products & services, and real estate sectors.
Real Estate As An Alternative
CMCP Real Estate is not a fund, we instead structure each opportunity as a standalone investment. We assist clients with evaluating and executing on opportunities in real estate as an alternative investment. This is not only to ensure that investors are taking the proper steps to diversify their assets, but also so that they are using these assets to benefit their investment portfolio, their business, and future financial investments.
Wealth Management
CM Capital Partners is your partner when navigating your path to financial independence. Whether you are interested in growth and income investments for your portfolio, or require more in-depth analysis, CM Capital Partner has extensive relationships to help guide you to make the best choices for you and your family.
Separately Managed Accounts (SMA's)
CM Capital Partners also offers separately managed accounts, specialized accounts for investors who prefer our advisors to actively manage specific assets, such as an 'alpha' stock portfolio or a portfolio of private placements. These accounts are best geared toward investors with a risk appetite but do not want to employ 'commission' only financial professionals
Why Us?
Our team is comprised of people with various levels of financial experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. You can count on unbiased recommendations and impartial guidance.
About CM Capital Partners
Our Story
CM Capital Partners was created in 2017, with a vision and purpose to serve clients. CM Capital Partners was founded by entrepreneur Rico Conte who spent decades on Wall Street raising capital, founding new enterprises, investing and trading for clients, during which he raised hundreds of millions of dollars in funding.
As a serial entr
CM Capital Partners was created in 2017, with a vision and purpose to serve clients. CM Capital Partners was founded by entrepreneur Rico Conte who spent decades on Wall Street raising capital, founding new enterprises, investing and trading for clients, during which he raised hundreds of millions of dollars in funding.
As a serial entrepreneur and investment banker Rico understands the transactional nature of Wall Street, and the often and inherent adversarial broker/client relationship it fosters. To address this, he set out to create a new financial firm where the advisor/client relationship was truly aligned from all vantage points.
In 2018 CM Capital Partners became a state registered investment advisor focused on delivering top quality advise at a fair price. The boutique firm focuses on a number of client centric verticals, and since its founding, CM Capital Partners now manages millions in client assets and growing quickly.
OUR TEAM
Rico Conte Founder & CEO
Ezri Shechter Head of CMCP Real Estate Investments
Vincent Bruno Chief Compliance Officer
Rico began his investment career as a financial services professional in 1991 working in capital markets, capital introductions, and wealth management. During his tenure as a financial services executive, he collaborated on a number of business advisory transactions and raised millions of dollars in capital for growth companies. He then
Rico began his investment career as a financial services professional in 1991 working in capital markets, capital introductions, and wealth management. During his tenure as a financial services executive, he collaborated on a number of business advisory transactions and raised millions of dollars in capital for growth companies. He then added operational experience as CEO of a 300-store retail chain which he co-founded, navigated through two equity rounds as a private company, and managed the IPO process. Rico received a Bachelor of Business Administration from Rider University, a master's in business administration from University of Phoenix, and a Masters in Banking and Finance from Boston University.
Vincent Bruno Chief Compliance Officer
Ezri Shechter Head of CMCP Real Estate Investments
Vincent Bruno Chief Compliance Officer
Vincent “Vince” Bruno began his career in the securities industry in 1985. Mr. Bruno has been a Chief Compliance Officer for various broker-dealers since 1992. He has recently served as a CEO of a broker-dealer. During the 1990’s he was CCO for three affiliated broker-dealers with over 300 registered representatives. Since 2002, after t
Vincent “Vince” Bruno began his career in the securities industry in 1985. Mr. Bruno has been a Chief Compliance Officer for various broker-dealers since 1992. He has recently served as a CEO of a broker-dealer. During the 1990’s he was CCO for three affiliated broker-dealers with over 300 registered representatives. Since 2002, after the enactment of the U.S. PATRIOT ACT, Mr. Bruno became a FINRA certified AML Compliance Officer and has been serving each broker-dealer, (he has been registered with), in that capacity since 2002.
In January 2006, Mr. Bruno formed his own compliance consulting company and has since worked with numerous broker-dealers in the areas of general and specific compliance practices and procedures, branch examinations and independent AML Audits.
Ezri Shechter Head of CMCP Real Estate Investments
Ezri Shechter Head of CMCP Real Estate Investments
Ezri Shechter Head of CMCP Real Estate Investments
Ezri Shechter is the lead developer for Norkez Lakhani, a real estate development firm that specializes in the Northern New Jersey market, with a concentration in Downtown Jersey City. Ezri brings with him a wealth of local ground-up development, having executed on several projects in the Northern New Jersey market. Ezri is also a Profes
Ezri Shechter is the lead developer for Norkez Lakhani, a real estate development firm that specializes in the Northern New Jersey market, with a concentration in Downtown Jersey City. Ezri brings with him a wealth of local ground-up development, having executed on several projects in the Northern New Jersey market. Ezri is also a Professor of Real Estate and Finance at Baruch College, and a member of the Englewood Historic Preservation Committee
