Media magnet Kimberly Foss sells her RIA to Mercer Global and declares cultural fit 'extemely high,' citing shared DFA ties and a woman's touch
The Empyrion owner will now work under the $48-billion, Denver and Santa Barbara RIA rollup, which keeps finding women in wealth who believe it transcends 'pale, male and stale'
January 11, 2023 at 3:28 AM
Dave Welling's rollup hits $39 billion of AUM and hires a 37- year-old breakaway from BlackRock to turn internal five-click shopping into a 'single conversation'
The Mercer Advisors CEO in Denver now has a 'president' reporting to him from the Big Apple to take on the specific mission of wiring a national RIA, rather than day-to-day operations at a rollup.