Meet the RIA

Lori Van Dusen, Founder and CEO of LVW Advisors, discusses how the firm leverages its institutional roots, disciplined due diligence, and portfolio stress testing to serve sophisticated clients. She also highlights AI's role in driving advisor productivity, alongside priorities for succession planning and strategic partnerships.

Simon Quick Advisors’ Joseph Belfatto discusses the firm’s client-centric approach to wealth management, emphasizing personalized financial advice, long-term relationships, and tailored investment strategies. He also shares insights into the firm's approach to growth, the importance of client service, and how Simon Quick Advisors helps individuals and families navigate their financial goals.

Mark Hebner, CEO and Founder of Index Fund Advisors, discusses the firm's investment philosophy, approach to portfolio construction, and evolving client needs. He also explores manager selection, the role of technology and AI in wealth management, and the firm's strategic growth priorities and relationships with asset managers.

Ballentine Partners President and CEO Drew McMorrow discusses the firm’s growth, investment philosophy and long-term approach to serving complex, multigenerational families. He also explores the role of private markets and tax-aware investing, the firm’s digital transformation and use of AI, and its plans for continued organic and international growth.

Chicago Capital partners David K. Mabie and Rick Fradin discuss the firm’s client-centric approach to wealth management, including customized portfolios, manager due diligence, and the role of technology in improving client service. They also share how the $4.8 billion firm is evaluating AI, approaching growth, and serving multi-generational families across the country.