August 4, 2022 • 01:00:41

Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View

Kelly Milligan describes his journey at Merrill from zero to $1.5B in AUM, his role as Chair of the ACTM, the change in culture at the firm and how that motivated him and his team to launch independent firm Quorum Private Wealth.

No transcript available.