Our very own Sue Oleari recently participated in a webcast panel hosted by Delisle Advisory Group. She joined two other prominent leaders in the RIA space to discuss the latest trends in the RIA space, the benefits for clients and advisors, and valuable insights from recent trends.

Check out this clip from the webinar where Sue reflects on breaking away and starting Trifecta Capital Advisors with her partners Jeff Berman and Paul Tromp. ​