Three former CEOs of some of the most admired RIAs in the industry provide a roadmap for developing a foundation for growth.
Hear from DeVoe Special Advisors:
Tim Kochis, former CEO and Chairman, Aspiriant ($15B today); Co-Founder, Kochis Fitz
Peggy Ruhlin, Chair of the Board of Directors, Budros, Ruhlin & Roe, Inc. ($3.5B)
Jane Williams, Chairman and Founder, Sand Hill Global Advisors ($3.5B)
To request the password, please email: lynn.kennerly@devoe-co.com
