JC Abusaid

President and CEO,

Halbert Hargrove

Halbert Hargrove’s JC Abusaid on Building the ‘RIA of Choice’

JC talks with Mark about the key lessons learned from Halbert Hargrove’s organic growth and human capital growth, the importance of internships and structured programs to develop talent, and designing a firm that is structured to grow organically—with consistency—across the organization.

Cresset’s Liz Nesvold Goes From Deal-Maker to RIA Gamechanger

Recorded live at the RIA Edge Conference, this episode offers an exclusive peek into Liz’s recent transition from investment banking to her new role as president of Cresset, the motivations behind her move and working with top-tier investment firms.

Liz Nesvold

President, Cresset Capitol

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