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Dave Welling on What Financial Services Should Look Like episode artwork

EPISODE · Dec 31, 2020 · 1H 14M

Dave Welling on What Financial Services Should Look Like

from Masters in Business · host Masters in Business

Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique perspective on the financial services business.See omnystudio.com/listener for privacy information.Stop being a spectator in the global markets.The mainstream feed is for the retail crowd. If you demand the raw, untracked data used by the masters of capital, bypass the system noise here.🔴 INITIALIZE SECURE DOWNLOAD⚪ GET THE UNFILTERED DATA

What this episode covers

Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique perspective on the financial services business.See omnystudio.com/listener for privacy information.Stop being a spectator in the global markets.The mainstream feed is for the retail crowd. If you demand the raw, untracked data used by the masters of capital, bypass the system noise here.🔴 INITIALIZE SECURE DOWNLOAD⚪ GET THE UNFILTERED DATA

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Dave Welling on What Financial Services Should Look Like

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How long is this episode of Masters in Business?

This episode is 1 hour and 14 minutes long.

When was this Masters in Business episode published?

This episode was published on December 31, 2020.

What is this episode about?

Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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