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Leo Kelly
CEO of Verdence Capital Advisors
Top 3 podcasts with Leo Kelly
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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.
Aug 4, 2023 • 37min
More Than a Store Value
Muneeb Ali discusses crypto, Julia Pollak analyzes job growth, Javier Palomarez talks about employment trends, and Leo Kelly explores the current state of the market in an interview.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode