Meet the RIA

Jul 01 2024 75 ep. 10 mins 2

Meet the RIA Podcast artwork

Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.

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Meet the RIA: Reflection Asset Management

Jul 01 2024 8 mins

Jason Britton, founder and CIO of Reflection Asset Management, shares his story of breaking away from the wirehouse to launch his own firm that’s grown to $6 billion in AUM and fintech rooted in values-driven investing.

Meet the RIA: Snowden Lane Partners

Jun 06 2024 5 mins

Armando A. Ureña, Senior Partner and Managing Director at Snowden Lane Partners, shares more about the firm’s path to becoming a Barron’s Top RIA, its investment approach, and growth trajectory.

Meet the RIA: Callan Family Office

Apr 24 2024 7 mins

In the first two years since its founding in 2022, Callan Family Office grew its AUM organically to $5 billion. CEO Jack Ginter shares more about Callan Family Office’s core values and how the firm is serving its client base of UHNW families and institutions.

Meet the RIA: Forum Financial

Apr 01 2024 7 mins

Jonathan Rogers, CFP®, Co-Managing Partner at Forum Financial, shares more about the firm’s unique partnership structure, how its growth has led it to become a Barron’s Top 100 RIA, and why he describes Forum as “fiercely independent.”

Meet the RIA: Merit Financial

Mar 13 2024 9 mins

Kay Lynn Mayhue, President of Merit Financial, reflects on the firm's history, client base, path to becoming a top RIA, and multi-faceted growth strategy.

Meet the RIA: Rose Capital Advisors

Feb 15 2024 6 mins

Rose Capital Advisors Founder and Managing Partner Michael Rose shares how his firm is serving high profile athletes, gaining exposure to alternatives, and more.

Meet the RIA: Douglas C. Lane & Associates

Jan 24 2024 6 mins

Sarat Sethi, CFA, CIC, Managing Partner at Douglas C. Lane & Associates, shares more about the firm’s history, growth over the years, and path to becoming a Baron’s Top 100 RIA.

Meet the RIA: Evan’s May Wealth

Dec 21 2023 5 mins

Brooke May, Managing Partner at Evan's May Wealth, shares the RIA's evolution, equity-focused approach, and commitment to comprehensive financial services. Discover their unique perspective in the financial landscape and the importance of a long-term investment view.

Meet the RIA: Performance Wealth

Nov 28 2023 6 mins

Grace Salvino, Wealth Manager at Performance Wealth, shares more about the RIA’s history, its mission to educate the next generation on finance, and why the firm feels it’s so critical to take a long-term view of investing.

Meet the RIA: Elm Wealth

Oct 05 2023 9 mins

Former hedge fund manager Victor Haghani shares the principles he used to found Elm Wealth more than a decade ago. He also discusses the firm’s Dynamic Index Investing® approach, strategy for keeping fees low, and future ambitions.