Viewpoints
How RIA leaders are 'becoming that chameleon' to match their changing businesses
Alan Walsh, Ian Wenik, Lawrence Lever / Mar 11, 2025
Three top wealth management executives reflect on what the evolution of RIAs from personality-driven businesses to institutions has meant for their career paths.
The RIA industry is changing as quickly as observers can track it. Can their leaders keep up?
In the inaugural Citywire RIA CEO Summit, Citywire RIA editor Ian Wenik and Citywire founder and chairman Lawrence Lever had a wide-ranging discussion with three top RIA executives: Focus Partners Wealth CEO Adam Birenbaum, Merit Financial Advisors president Kay Lynn Mayhue and Cerity Partners head of partner development Claire O’Keefe.
In the third of a six-video series, Birenbaum, Mayhue and O’Keefe opine on how their career journeys reflect the maturation of the RIA industry.
More News
Viewpoints
citywire ria
Mar 17, 2025
To read the full article, become an RIA Insider. You'll also gain complimentary access to news, insights, tools and more.
REGISTER NOW
Already an Insider?Log In
All content on this page is drawn from unaffiliated publications. Content on this site is not intended to provide, and should not be interpreted as legal, tax, investment or insurance advice, or recommendations by any party. Capital Client Group, Inc. is not responsible for content created by third parties and they do not explicitly or implicitly endorse or approve such content. Copyrights are held by the individual publications to which each article is attributed.