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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

Author Brooke Southall January 16, 2013 at 5:11 AM
no description available
Kelli Cruz: There's a lot of: What am I going to be when I grow up?

Women of Wealth Management

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

Related Moves

October 26, 2021 at 2:27 AM

Mark Bruno, the 'glue' behind InvestmentNews, and sales strategist Julie Parten make it a clean sweep, ending the Crain era with their departures

New publisher and CEO Christine Shaw has enlisted Bruno to stay for three months to learn the ropes and rebuild IN's entire sales force

August 21, 2019 at 4:30 AM

InvestmentNews hires new CEO with no financial services background to replace long-time, departing publisher Suzanne Siracuse

Known as a 'decider,' Christine Shaw mirrors her predecessor but at much greater scale and more 'digital' emphasis

August 6, 2019 at 10:55 PM

InvestmentNews publisher walks amid massive staff turnover at UK-based Bonhill Financial Services one year after it buys Crain franchise

Bonhill had 80% turnover in UK division last year; reportedly filling jobs with younger, lower-paid staffers in shift to digital, event focus

July 17, 2019 at 8:08 PM

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