FPA E5 | Guest: Kelli Cruz – Cruz Consulting

Kelli Cruz shares her expertise about how to "staff up" your new RIA and how to keep your team motivated.
  • Jul 05, 2024
More: On Location
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Oct 16, 2024 | CAIS E3 | Guest: Michael J. Vogelzang, CFA, Chief Investment Officer, CAPTRUST

Oct 16, 2024 | CAIS E3 | Guest: Michael J. Vogelzang, CFA, Chief Investment Officer, CAPTRUST