Running an RIA · Podcast

Ep 513: The Path From (Unpaid) Intern To CEO Of A $3.4 Billion Advisory Firm with Neela Hummel

For wealth professionals interested in firm leadership and career progression inside a single RIA, the episode focuses on how one CEO moved from intern to top executive. It also addresses management, business development, scheduling, equity ownership and career development within an advisory firm.

Streams from the publisher’s own feed. Nothing loads until you press play.1 hr 31 min

On the publisher’s site

Summary

By the running an ria desk

This episode features Neela Hummel, CEO of Abacus Wealth Partners, describing her path from unpaid intern to CEO of the same now-$3.4 billion RIA. She discusses early opportunities to support senior advisors, her transition into leadership, balancing management and business development, and structuring her schedule around high-impact work. The conversation also covers personal and professional goals, expanding equity ownership in a firm, and curiosity as a career contributor.

Neela Hummel is CEO of Abacus Wealth Partners and climbed from unpaid intern to CEO at the same firm.
She describes finding opportunities early in her career to support senior advisors and build confidence and expertise with clients.
The episode covers her transition into leadership and how she balanced management and business development responsibilities.
She explains how she structures her schedule around the work with greatest impact and discusses expanding equity ownership in a firm.

Similar items

Same topic

Managing Compliance Across the US, UK and Europe \| TowerBrook Capital Partners	PEI Media	6 min	Oct 29
At The Money: Preparing for a Career During in Age of Artificial Intelligence	Masters in Business (Bloomberg)	16 min	Oct 29
Value-Based Pricing And Charging As Much As The Market Will Bear - Kitces & Carl Ep 202	Michael Kitces (Kitces.com)	30 min	Oct 29
Value-Based Pricing for Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl Ep 202	Kitces & Carl	31 min	Oct 29
Dr. Daniel Crosby - The Psychology of Financial Anxiety: Five Types of Anxious Clients and What Actually Calms Them	Standard Deviations with Dr. Daniel Crosby (Orion)	20 min	Oct 29