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Content provided by Meg Carpenter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Meg Carpenter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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17. Inside Kayne Anderson Rudnick’s 540% Growth Story

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Manage episode 513664949 series 3583752
Content provided by Meg Carpenter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Meg Carpenter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Kayne Anderson Rudnick has done what most in wealth management say can’t be done: grow from $10B to $64B in a decade, all organic. No acquisitions, no shortcuts, just disciplined execution and a refusal to compromise on talent.

In this episode, host Meg Carpenter sits down with Executive Managing Director Stephen Rigali, Chief Operating Officer, Jeannine Vanian, and Managing Director of Marketing & Communications, Stephanie Gillman, to explore how KAR has maintained boutique-level intimacy while achieving global scale. From their “A’s only” hiring philosophy to a collaborative three-person leadership model without a CEO, their story challenges conventional wisdom and offers a blueprint for sustainable, generational growth.

If you’ve ever wondered how to balance culture, scale, and authentic client relationships, this conversation shows what’s possible when firms choose discipline over shortcuts.

Connect with us:

  continue reading

18 episodes

Artwork
iconShare
 
Manage episode 513664949 series 3583752
Content provided by Meg Carpenter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Meg Carpenter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Kayne Anderson Rudnick has done what most in wealth management say can’t be done: grow from $10B to $64B in a decade, all organic. No acquisitions, no shortcuts, just disciplined execution and a refusal to compromise on talent.

In this episode, host Meg Carpenter sits down with Executive Managing Director Stephen Rigali, Chief Operating Officer, Jeannine Vanian, and Managing Director of Marketing & Communications, Stephanie Gillman, to explore how KAR has maintained boutique-level intimacy while achieving global scale. From their “A’s only” hiring philosophy to a collaborative three-person leadership model without a CEO, their story challenges conventional wisdom and offers a blueprint for sustainable, generational growth.

If you’ve ever wondered how to balance culture, scale, and authentic client relationships, this conversation shows what’s possible when firms choose discipline over shortcuts.

Connect with us:

  continue reading

18 episodes

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