Meet The Team - CLM Ventura & Associates CLM Ventura & Associates

Christopher Miller

Christopher Miller
CLM Ventura, LLC
Financial Services Recruiting
cm199178@hotmail.com
(281) 362-5904

Christopher Miller is the CEO and managing partner of CLM Ventura.

In 1984, Miller entered Wall Street as a young financial advisor with a major wirehouse in Ft. Lauderdale. He rose through the ranks to become council level advisor, then on to assistant manager, branch manager, complex director and on to regional director, for two regions, at two major Wall Street Firms.

In 2012, Miller founded CLM Ventura in Los Angeles (two blocks from Ventura Blvd). In 2014, he relocated the company to Texas and now resides in The Woodlands (north of Houston).

For the past 12 years, Miller has specialized in finding opportunities for financial advisors interested in transitioning their careers (senior leadership transitions, complex team transitions, B/D to independent, RIA transitions, etc)

Miller’s veteran industry knowledge and experience, combined with his wide network of contacts, makes him invaluable to advisors considering a transition.

Craig Alan

Craig Alan
Partner/Recruiting Consultant
CLM Ventura, LLC
Financial Services Recruiting
Craig Alan Recruiting, LLC
carllc.9754@gmail.com
(858) 401-9754

For over 25 years Craig has been a Top Performer in establishing, broadening, and deepening business relationships. He has a relentless desire to help Financial Advisors enhance their client experience, gain greater control of their business, maximize value, and accelerate growth. He enjoys recruiting for the large national wirehouses and regional firms, as well as helping advisors make the jump to independence. Ultimately, he strives to find the best solution and best fit for each Advisor when they are making a transition.

Craig enjoys a busy work life. He lives in beautiful Carlsbad, CA. He and his two teenage children like to take advantage of all the great activities that Southern California has to offer – including the beach, playing tennis and golf, and skiing in the Winter.

Daniel Valaperta

Daniel Valaperta
Associate Partner
CLM Ventura, LLC
clmventura.daniel@gmail.com

(281) 262-0877

Daniel has been helping clients grow their businesses for more than a decade.

In Daniel’s words: “If you’re interested in exploring current opportunities in the B/D or RIA marketplace, give us a call or drop us an email.

We can help you find and analyze opportunities – compare payouts, deferred comp, bonusses, tools & technology, company cultures, transition capabilities, etc. We regularly speak with Advisors on the verge of making common transition mistakes.

We don’t charge Advisors for our services. We are compensated with a finder’s fee – paid by the hiring firm (finder’s fees are similar at all firms, which allows us to be unbiased – and focus on what is best for the Advisor).”

Daniel grew up in Chicago and Houston. Outside of the office, Daniel enjoys watching and playing a variety of sports – he is often on the tennis court, bicycle, jogging or swimming laps.