Viewpoints
How RIA leaders are 'becoming that chameleon' to match their changing businesses
Ian Wenik, Alan Walsh, 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.
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