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On this episode of the RIA Edge Podcast, David Armstrong, managing director of editorial and content material methods for the Wealth Administration Group at Informa, talks with Ryan Parker, CEO of EP Wealth, on the corporate’s strong development lately by considering massive however conserving small. Sensible acquisitions and steering their focus towards providing family-office degree providers has made complete monetary planning engaging to a broader clientele.
Particularly, David and Ryan focus on:
- His skilled journey from the asset administration facet of the enterprise to the advisory facet, with stints at LPL Monetary and as CEO of Edelman Monetary Providers.
- The challenges of mixing an M&A technique with a double-digit natural development fee that has seen the agency develop in AUM by virtually 10X in six years.
- How the agency approaches acquisitions, balancing native autonomy for the acquired corporations with a construction of a nationwide RIA, and embedding transition groups with the focused RIA earlier than the deal closes.
- The imaginative and prescient to turn out to be the “household workplace” for the “millionaire-next-door,” partly by bringing tax preparation and belief and property providers in home.
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About Our Visitor:
As CEO of EP Wealth, Ryan is energized by the chance to create circumstances for others’ success, which he considers the best contribution any chief could make.
Ryan joined EP Wealth Advisors in 2021 and has been obsessed with serving to folks obtain their objectives for over twenty-five years. Beforehand, Ryan was President and CEO of Wealth Administration at Residents Financial institution, CEO of Edelman Monetary Providers, and a Managing Director at LPL Monetary. Earlier than turning his focus to wealth administration, he started his profession on the asset administration facet at Putnam Funding, Franklin Templeton Investments, and Russell Investments. Ryan has been energetic in different components of the business as effectively, beforehand serving as Vice Chairman for Lefteris Acquisition Corp. and as an advisor to varied personal fairness, enterprise capital, and administration consulting corporations.
Ryan earned a B.A. from the College of Michigan, and a Certificates in Finance and Accounting from Stanford Graduate College of Enterprise
Ryan lives along with his spouse and three youngsters in Cottonwood Heights, Utah.