Investment Executive
January 8, 2024.
As Dave Kelly looks to join Richardson Wealth on January 15, he and CEO Kish Kapoor recently spoke with Investment Executive about his fit as Chief Operating Officer, especially as it relates to our long-term future.
Dave says that Richardson Wealth has an “uncommon mindset around being advisor-centric.” While it’s an easy claim to make, he added, Richardson Wealth has invested a lot in its back office and portfolio management tools, displaying “a lot of courage” in its willingness to make and manage change.
