Viewpoints

How top RIA executives dole out their 'most valuable currency'

Ian Wenik, Lawrence Lever, Alan Walsh / Mar 10, 2025
Focus Partners Wealth CEO Adam Birenbaum and Merit Financial Advisors president Kay Lynn Mayhue explained how they distribute equity during the inaugural Citywire RIA CEO Summit.
RIAs are bigger and more valuable than ever. But who ultimately gets pieces of the pie?
In the second video from the inaugural Citywire RIA CEO Summit, Citywire RIA editor Ian Wenik and Citywire founder and chairman Lawrence Lever discussed with Focus Partners Wealth CEO Adam Birenbaum and Merit Financial Advisors president Kay Lynn Mayhue how their businesses distribute equity internally to their employees, which Mayhue described as her firm’s ‘most valuable currency.’
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