Meet the RIA Asset TV
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- Business
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: 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.
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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.
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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.”
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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.
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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.
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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.