From Merrill to Hightower to $3B RIA: How Verdence Doubled Twice
Leo Kelly, the founder and CEO of Verdence Capital Advisors, discusses life after Merrill and the choice to “breakaway” twice: first with Hightower and 5 years later launching an RIA.
don't worry if you don't have an account with us, we'll create one
[{"meta":{"author":"The Diamond Podcast for Financial Advisors","authorlink":""},"src":"https:\/\/media.blubrry.com\/mindy_diamond_on_independence\/content.blubrry.com\/mindy_diamond_on_independence\/Diamond-Podcast-ep199-Leo_Kelly_020923.mp3","thumb":{"src":"https:\/\/lystnimg.b-cdn.net\/podcastsnw-202308\/133647-91c7-215b-484d5d_800.png"},"title":"From Merrill to Hightower to $3B RIA: How Verdence Doubled Twice","link":"javascript:;","id":"item-59202642"}]
