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Dave Welling on What Financial Services Should Look Like
Manage episode 281315249 series 1504411
Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique perspective on the financial services business.
See omnystudio.com/listener for privacy information.
554 פרקים
Manage episode 281315249 series 1504411
Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique perspective on the financial services business.
See omnystudio.com/listener for privacy information.
554 פרקים
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