74 episodes

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.

Meet the RIA Asset TV

    • Business
    • 5.0 • 1 Rating

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.

    Meet the RIA: Snowden Lane Partners

    Meet the RIA: Snowden Lane Partners

    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.

    • 5 min
    Meet the RIA: Callan Family Office

    Meet the RIA: Callan Family Office

    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.

    • 7 min
    Meet the RIA: Forum Financial

    Meet the RIA: Forum Financial

    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.”

    • 7 min
    Meet the RIA: Merit Financial

    Meet the RIA: Merit Financial

    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.

    • 9 min
    Meet the RIA: Rose Capital Advisors

    Meet the RIA: Rose Capital Advisors

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

    • 6 min
    Meet the RIA: Douglas C. Lane & Associates

    Meet the RIA: Douglas C. Lane & Associates

    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.

    • 6 min

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