PLAY PODCASTS
Dave Welling on What Financial Services Should Look Like

Dave Welling on What Financial Services Should Look Like

Masters in Business

December 31, 20201h 14m

Audio is streamed directly from the publisher (podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

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.

See omnystudio.com/listener for privacy information.