From Merrill to Hightower to $3B RIA: How Verdence Doubled Twice

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

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.

Episode metadata supplied by the publisher feed · Published Feb 9, 2023

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From Merrill to Hightower to $3B RIA: How Verdence Doubled Twice

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