Growth Leaders of Wealth Management
In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's needs first.
The Growth Leaders of Wealth Management podcast tells the stories of businesses who are on their growth journey now. We'll learn how they got this far, what the challenges have been, how they've overcome them, what they've learned along the way and what their next big mountain to climb is.
Join our host, Meg Carpenter, as we learn from the stories of some of the industry's best and brightest on the Growth Leaders of Wealth Management podcast.
Growth Leaders of Wealth Management
17. Inside Kayne Anderson Rudnick’s 540% Growth Story
Kayne Anderson Rudnick has done what most in wealth management say can’t be done: grow from $10B to $64B in a decade, all organic. No acquisitions, no shortcuts, just disciplined execution and a refusal to compromise on talent.
In this episode, host Meg Carpenter sits down with Executive Managing Director Stephen Rigali, Chief Operating Officer, Jeannine Vanian, and Managing Director of Marketing & Communications, Stephanie Gillman, to explore how KAR has maintained boutique-level intimacy while achieving global scale. From their “A’s only” hiring philosophy to a collaborative three-person leadership model without a CEO, their story challenges conventional wisdom and offers a blueprint for sustainable, generational growth.
If you’ve ever wondered how to balance culture, scale, and authentic client relationships, this conversation shows what’s possible when firms choose discipline over shortcuts.
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