Unlocking Private Markets

Unlocking Private Markets

Unlocking Private Markets

Unlocking Private Markets


7 out of 10 advisors agree: Private markets deepen client relationships.
Are you ready?


7 out of 10 advisors agree: Private markets deepen client relationships.
Are you ready?


7 out of 10 advisors agree: Private markets deepen client relationships.
Are you ready?


7 out of 10 advisors agree: Private markets deepen client relationships.
Are you ready?

"7 out of 10 Advisors Agree: Private markets deepen client relationships."  Source: Hamilton Lane, 2025 Global Private Wealth Survey. 70% of advisors report that that helping clients invest in private markets deepens those relationships.)


"7 out of 10 Advisors Agree: Private markets deepen client relationships."  Source: Hamilton Lane, 2025 Global Private Wealth Survey. 70% of advisors report that that helping clients invest in private markets deepens those relationships.)


"7 out of 10 Advisors Agree: Private markets deepen client relationships."  Source: Hamilton Lane, 2025 Global Private Wealth Survey. 70% of advisors report that that helping clients invest in private markets deepens those relationships.)

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Tuesday, October 21st, 2025 | 1pm EDT

Tuesday, October 21st, 2025 | 1pm EDT

Join Sandro Wealth, with special guest StepStone Private Wealth Solutions, for an exclusive advisor webinar revealing how private markets can give you an edge that most advisors overlook.

Online - Zoom Webinar

Accepted for 1 CFP / IWI CE Credit

Garrett D’Alessandro

CEO, Co-CIO, Sandro Wealth

Armando G. Ureña

CFA, VP, StepStone Private
Wealth Solutions

WHY ATTEND

High-net-worth clients often expect access to strategies that go beyond traditional investments. Advisors who can bring private markets to the table can stand out—and those who don’t risk being left behind. This session will give you:

Practical insights into positioning private markets with clients before competitors do.

Perspective on how alternatives can strengthen retention and growth in today’s environment.

Clear illustrations of how portfolios may differ when private markets are included, using hypotheticals to compare outcomes.

Actionable steps to integrate private credit and private equity into your advisory toolkit.

Additional Info

Hosted by Sandro, joined by StepStone Private Wealth Solutions

Eligible for CE Credit

Registrants receive on-demand replay access—but only if they sign up in advance

Additional Info

Host

Garrett D’Alessandro

Garrett D’Alessandro

CEO, Co-CIO, Sandro Wealth

Garrett has built and led investment management businesses over four decades and was instrumental in launching the original firm Rochdale Investment Management in 1986. In 2012, Garrett oversaw the firm’s acquisition by a bank, was appointed the CEO of the investment division, and led the company’s phenomenal growth from $5B AUM to $30B AUM. As Sandro Wealth’s CEO, Garrett leads a best-in-class senior executive team to offer the sophisticated, comprehensive, integrated, and curated services wealthy clients expect.  

Garrett has built and led investment management businesses over four decades and was instrumental in launching the original firm Rochdale Investment Management in 1986. In 2012, Garrett oversaw the firm’s acquisition by a bank, was appointed the CEO of the investment division, and led the company’s phenomenal growth from $5B AUM to $30B AUM. As Sandro Wealth’s CEO, Garrett leads a best-in-class senior executive team to offer the sophisticated, comprehensive, integrated, and curated services wealthy clients expect.  

Invited

Armando G. Ureña

Armando G. Ureña

CFA, VP, StepStone Private
Wealth Solutions

Mr. Ureña is a portfolio specialist for StepStone’s Private Wealth team.  Prior to joining StepStone Private Wealth, Mr. Ureña worked at Charles Schwab on the derivatives team for the Client Service and Support Department. He is a Chartered Financial Analyst and holds FINRA 7, 9, 10, and 63 licenses. Mr. Ureña received a BBA in Finance, and a BA in Radio, Television, and Film from the University of North Texas.  Mr. Ureña serves as the treasurer for education non-profit, The Artist Outreach.

Mr. Ureña is a portfolio specialist for StepStone’s Private Wealth team.  Prior to joining StepStone Private Wealth, Mr. Ureña worked at Charles Schwab on the derivatives team for the Client Service and Support Department. He is a Chartered Financial Analyst and holds FINRA 7, 9, 10, and 63 licenses. Mr. Ureña received a BBA in Finance, and a BA in Radio, Television, and Film from the University of North Texas.  Mr. Ureña serves as the treasurer for education non-profit, The Artist Outreach.

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Don’t miss this chance to gain exclusive, actionable insights into private markets and elevate your client conversations before your peers do.

Don’t miss this chance to gain exclusive, actionable insights into private markets and elevate your client conversations before your peers do.

Register now

Register now

Register Now

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© 2025 Sandro Wealth. All rights reserved.

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This website is for general informational purposes only. The content provided is not intended as investment, legal, or tax advice, and it does not constitute an offer to buy or sell any financial product. Investment decisions should be made in consultation with a qualified financial or tax adviser. Past performance is not a guarantee of future results. Investments carry risk, including the potential loss of principal. This includes risks tied to market conditions, political or regulatory changes, currency fluctuations, and interest rate movements. Any opinions or information expressed are current as of the date published and may change with market conditions. While information presented is believed to be reliable, Sandro Wealth does not guarantee its accuracy or completeness. Sandro Wealth Management is an independent investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. You can learn more about our firm, including services, fees, and investment approach, by reviewing our Firm ADV Part 2a.

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© 2025 Sandro Wealth. All rights reserved.

DESIGNED BY SYRENS

This website is for general informational purposes only. The content provided is not intended as investment, legal, or tax advice, and it does not constitute an offer to buy or sell any financial product. Investment decisions should be made in consultation with a qualified financial or tax adviser. Past performance is not a guarantee of future results. Investments carry risk, including the potential loss of principal. This includes risks tied to market conditions, political or regulatory changes, currency fluctuations, and interest rate movements. Any opinions or information expressed are current as of the date published and may change with market conditions. While information presented is believed to be reliable, Sandro Wealth does not guarantee its accuracy or completeness. Sandro Wealth Management is an independent investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. You can learn more about our firm, including services, fees, and investment approach, by reviewing our Firm ADV Part 2a.

LINKEDIN

MENU

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Advisors

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© 2025 Sandro Wealth. All rights reserved.

DESIGNED BY SYRENS

This website is for general informational purposes only. The content provided is not intended as investment, legal, or tax advice, and it does not constitute an offer to buy or sell any financial product. Investment decisions should be made in consultation with a qualified financial or tax adviser. Past performance is not a guarantee of future results. Investments carry risk, including the potential loss of principal. This includes risks tied to market conditions, political or regulatory changes, currency fluctuations, and interest rate movements. Any opinions or information expressed are current as of the date published and may change with market conditions. While information presented is believed to be reliable, Sandro Wealth does not guarantee its accuracy or completeness. Sandro Wealth Management is an independent investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. You can learn more about our firm, including services, fees, and investment approach, by reviewing our Firm ADV Part 2a.

LINKEDIN

MENU

Home

Advisors

Clients

About

Insights

DISCLOSURES

Privacy Policy

ADV/CRS

© 2025 Sandro Wealth. All rights reserved.

DESIGNED BY SYRENS

This website is for general informational purposes only. The content provided is not intended as investment, legal, or tax advice, and it does not constitute an offer to buy or sell any financial product. Investment decisions should be made in consultation with a qualified financial or tax adviser. Past performance is not a guarantee of future results. Investments carry risk, including the potential loss of principal. This includes risks tied to market conditions, political or regulatory changes, currency fluctuations, and interest rate movements. Any opinions or information expressed are current as of the date published and may change with market conditions. While information presented is believed to be reliable, Sandro Wealth does not guarantee its accuracy or completeness. Sandro Wealth Management is an independent investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. You can learn more about our firm, including services, fees, and investment approach, by reviewing our Firm ADV Part 2a.