From Merrill to Hightower to $3B RIA: How Verdence Doubled Twice
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Leo Kelly, the founder and CEO of Verdence Capital Advisors, discusses life after Merrill and the choice to “breakaway” twice: first with Hightower and 5 years later launching an RIA.
From Merrill to Hightower to $3B RIA: How Verdence Doubled Twice