Meet the RIA

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.

What is Meet the RIA?

Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.