Dave Welling on What Financial Services Should Look Like
Masters in Business
Bloomberg
4.4 • 2.2K Ratings
🗓️ 31 December 2020
⏱️ 75 minutes
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Summary
Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique perspective on the financial services business.
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Transcript
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| 0:00.0 | This is Masters in Business with Barry Rittoltz on Bloomberg Radio. |
| 0:07.3 | This week on the podcast I have a special guest. |
| 0:10.2 | His name is Dave Welling and he is the CEO of Mercer Advisors. |
| 0:15.2 | Dave is a fascinating guy who has really a very interesting career path through everything |
| 0:21.9 | from consulting to private equity, to technology all the way into the financial services business. |
| 0:29.9 | He brings a very different perspective to that industry. |
| 0:34.1 | He never was an advisor but he has worked in and around financial services his whole career |
| 0:40.5 | and that really gives him a unique perspective. |
| 0:43.8 | He has done quite an amazing job building Mercer from a $7 or $9 billion shop to a $21 |
| 0:52.8 | plus billion shop, one of the fastest growing firms in the industry. |
| 0:58.6 | I forgot to mention during our conversation that he was named CEO of the year by one of |
| 1:06.0 | the financial magazines. |
| 1:08.1 | He comes to us with just a very straightforward honest perspective about what the financial |
| 1:16.2 | services should be doing to both take care of its clients and employees but as well as |
| 1:22.0 | being a force for good in the world. |
| 1:25.4 | I found this to be a fascinating conversation and I expect you will also with no further |
| 1:31.3 | ado my conversation with Mercer Advisors Dave Welling. |
| 1:36.7 | This is Masters in Business with Barry Rittoltz on Bloomberg Radio. |
| 1:41.7 | My special guest this week is Dave Welling. |
| 1:44.5 | He is the CEO of Mercer Advisors, a Denver based RIA with 400 employees and over $21 billion |
| 1:53.7 | in assets under management Dave Welling, welcome to Bloomberg. |
| 1:58.8 | Barry is great to be here looking forward to it. |
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