『RIA Edge: Building a Future-Ready Firm with Brandywine Oak CEO Michael Henley』のカバーアート

RIA Edge: Building a Future-Ready Firm with Brandywine Oak CEO Michael Henley

RIA Edge: Building a Future-Ready Firm with Brandywine Oak CEO Michael Henley

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 Join host David Armstrong, fresh off the Wealth Management Edge Conference in Boca Raton, Fla., as he interviews Michael Henley, founder and chief executive officer of Brandywine Oak Private Wealth. Michael talks about the firm’s rapid growth since leaving Merrill Lynch in 2018 with the help of Dynasty Financial Partners and the focus that helped …

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