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Kelli Cruz and Jennifer Specter leave consulting unit at InvestmentNews for new 'come-to-Jesus' venture

The departures mark some big changes at IN away from consulting to advisors

Wednesday, January 16, 2013 – 5:11 AM by Brooke Southall
Admin:
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Kelli Cruz: There's a lot of: What am I going to be when I grow up?

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Mentioned in this article:

Financial Planning Association
Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO




Bill Winterberg

Bill Winterberg

January 16, 2013 — 1:08 PM

Congratulations to both Cruz and Specter.

They leave big shoes to fill at IN, particularly with respect to the very popular InvestmentNews/Moss Adams studies.

Spenser Segal

Spenser Segal

January 17, 2013 — 1:10 AM

Congrats to Kelly, Jennifer and Scott! They will make a dynamite advisor consulting team.

Zohar Swaine

Zohar Swaine

January 17, 2013 — 3:04 AM

Congratulations and best wishes Kelli and Jennifer!

Mike Byrnes

Mike Byrnes

January 20, 2013 — 6:17 PM

The business model of a publisher having its own consulting arm, supported by its own research, was an interesting one. I thought there was potential there.

Best of luck to Kelli and Jennifer – Mike Byrnes, President of Byrnes Consulting, LLC, www.byrnesconsulting.com

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