Meet the RIA
by Asset TVWelcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.
Copyright: © 2023 Asset TV Inc
Episodes
Meet the RIA: Callan Family Office
7m · PublishedIn the first two years since its founding in 2022, Callan Family Office grew its AUM organically to $5 billion. CEO Jack Ginter shares more about Callan Family Office’s core values and how the firm is serving its client base of UHNW families and institutions.
Meet the RIA: Forum Financial
7m · PublishedJonathan Rogers, CFP®, Co-Managing Partner at Forum Financial, shares more about the firm’s unique partnership structure, how its growth has led it to become a Barron’s Top 100 RIA, and why he describes Forum as “fiercely independent.”
Meet the RIA: Merit Financial
9m · PublishedKay Lynn Mayhue, President of Merit Financial, reflects on the firm's history, client base, path to becoming a top RIA, and multi-faceted growth strategy.
Meet the RIA: Rose Capital Advisors
6m · PublishedRose Capital Advisors Founder and Managing Partner Michael Rose shares how his firm is serving high profile athletes, gaining exposure to alternatives, and more.
Meet the RIA: Douglas C. Lane & Associates
6m · PublishedSarat Sethi, CFA, CIC, Managing Partner at Douglas C. Lane & Associates, shares more about the firm’s history, growth over the years, and path to becoming a Baron’s Top 100 RIA.
Meet the RIA: Evan’s May Wealth
5m · PublishedBrooke May, Managing Partner at Evan's May Wealth, shares the RIA's evolution, equity-focused approach, and commitment to comprehensive financial services. Discover their unique perspective in the financial landscape and the importance of a long-term investment view.
Meet the RIA: Performance Wealth
6m · PublishedGrace Salvino, Wealth Manager at Performance Wealth, shares more about the RIA’s history, its mission to educate the next generation on finance, and why the firm feels it’s so critical to take a long-term view of investing.
Meet the RIA: Elm Wealth
9m · PublishedFormer hedge fund manager Victor Haghani shares the principles he used to found Elm Wealth more than a decade ago. He also discusses the firm’s Dynamic Index Investing® approach, strategy for keeping fees low, and future ambitions.
Meet the RIA: Summit Trail Advisors
13m · PublishedManaging Partner Jack Petersen discusses the unique needs of the UHNW client base, his manager selection process and the symbiotic relationship between firm growth and client satisfaction.
Meet the RIA: Bordeaux Wealth Advisors
7m · PublishedManaging Partner Jon Snare, CFA, CFP explains what Bordeaux Wealth Advisors' values and investment philosophy have in common with high quality french wine. He also shares how the $4 billion RIA is helping many tech executives grow their wealth.
Meet the RIA has 73 episodes in total of non- explicit content. Total playtime is 12:35:10. The language of the podcast is English. This podcast has been added on October 26th 2022. It might contain more episodes than the ones shown here. It was last updated on May 20th, 2024 21:41.