Leo Kelly
Founder and CEO at Verdence Capital Advisors, sharing insights on investment strategies and the outlook for the markets.
Top 3 podcasts with Leo Kelly
Ranked by the Snipd community
Feb 12, 2025 • 46min
Housing Outlook, AI in Financial Fraud, and Combatting the Anti-DEI Movement
Jeremy Wacksman, CEO of Zillow, shares insights on the sluggish U.S. housing market, discussing high mortgage rates and innovative tools for buyers. He addresses Zillow's future profitability strategy amid these challenges. Leo Kelly, CEO of Verdence Capital Advisors, highlights investment tactics in the current volatile landscape and the importance of cautious asset allocation. The episode also covers the rise of AI in detecting financial fraud and the ongoing battle for DEI initiatives against political headwinds.
Jun 19, 2024 • 42min
Verdence's Leo Kelly: Building an RIA with the 'client as the architect'
Leo Kelly, CEO of Verdence Capital Advisors, discusses building an RIA where the client is the architect. He shares insights on growth strategies, investing in talent and tech, and meeting evolving needs of HNW clients. The podcast covers his journey, hyper-collaborative team building, growth mindset culture, and ambitions for creating a lasting legacy.
Jan 23, 2024 • 40min
United Air’s 2024 Outlook Beats, Pulls Up Shares of Peers
George Ferguson shares impact of United Airlines earnings on airline stocks. Apple delays plans for electric vehicle. Netflix acquires exclusive rights to WWE's Raw. Leo Kelly advises rebalancing portfolios.
