Download - RIA Edge Podcast: Regent Peak’s Craig Robson on the Contrarian Strategy that Led to Rapid Organic Growth

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RIA Edge

Business

RIA Edge Podcast: Regent Peak’s Craig Robson on the Contrarian Strategy that Led to Rapid Organic Growth

2024-03-22

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In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Craig Robson, founder of Regent Peak Wealth Advisors, about why, after 25 years at Merrill Lynch, he ventured into independent practice where, over the past five years, he’s built a growing practice catering to wealth …