January 31, 2023

Woodmere, OH, January 31, 2023

MarshBerry, a leading investment banking and consulting firm serving the Insurance Distribution and Wealth Management industries, welcomes Rob Madore to his role as Vice President, Financial Advisory. While hockey fans may know him from his time with the Toronto Maple Leafs organization, Rob has followed his success as a former professional athlete by being equally well-received in high-level financial roles. 

Rob’s passion for problem-solving and collaborative leadership enables his team to deliver exceptional client-first service and financial results.  

“The principals of successful leadership and teamwork remain the same whether you’re playing hockey or working on strategic growth initiatives,” says Madore. “Strong communication, cooperation, building trust, and the ability to form and maintain tight-knit relationships are the key to any group’s success. I’m thrilled to work with the winning and talented teams at MarshBerry.” 

“Rob’s transition to MarshBerry further strengthens our mission to be the advisory of choice for the insurance and wealth management industries,” says Phil Trem, President – Financial Advisory at MarshBerry. “Wealth Advisors and Retirement Plan Advisors value Rob and his personalized approach to building long-term relationships and his understanding of how to help grow their businesses.  We’re excited about a future with Rob and the growth opportunities he brings to our Wealth & Retirement Planning practice group.”

MarshBerry’s Financial Advisory division uses proprietary market data, analysis, and insights to guide clients who are looking to plan for their future, perpetuate internally, or those looking to buy or sell in the insurance distribution and wealth & retirement plan advisory markets.

Before MarshBerry, Rob held leadership positions at prestigious companies like Wise Rhino Group, WebMD, and Questis, where he was a sought-after speaker and consultant focused on giving firms the tools to thrive through the convergence of the wealth, retirement and insurance industries.

MarshBerry – Helping Clients Learn, Improve & Realize Value

Founded in 1981, MarshBerry serves the insurance distribution and wealth management industry including insurance agents & brokers, specialty distributors, private equity firms, and wealth management firms. MarshBerry’s industry-specific services help clients build, enhance and sustain value through: Merger & Acquisition Advisory, Debt & Equity Capital Raising, Financial Consulting, Market Intelligence & Benchmarking, Organic Growth Consulting, Connect –Executive Peer Exchange, and Platform Aggregation. Learn more at

Investment banking services offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., LLC.