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Michael Kitces' #FASuccess Podcast: How to Climb the Ladder at a Large RIA, with Martine Lellis

Michael Kitces | WealthManagement.com, May 2019

Summary: [Podcast] Welcome, everyone. Welcome to the 126th episode of the “Financial Advisor Success” podcast. My guest on today’s podcast is Martine Lellis. Martine is a principal and the chief operating officer at Sullivan, Bruyette, Speros & Blayney, an independent RIA with nearly $4 billion of assets under management serving 1,100 affluent clients in the Washington, D.C. area.

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