cover of episode Dave Welling on What Financial Services Should Look Like

Dave Welling on What Financial Services Should Look Like

2020/12/31
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Masters in Business

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Shownotes Transcript

Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique perspective on the financial services business.

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