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Kayne Anderson Rudnick has done what most in wealth management say can’t be done: grow from $10B to $64B in a decade, all organic. No acquisitions, no shortcuts, just disciplined execution and a refusal to compromise on talent.

In this episode, host Meg Carpenter sits down with Executive Managing Director Stephen Rigali, Chief Operating Officer, Jeannine Vanian, and Managing Director of Marketing & Communications, Stephanie Gillman, to explore how KAR has maintained boutique-level intimacy while achieving global scale. From their “A’s only” hiring philosophy to a collaborative three-person leadership model without a CEO, their story challenges conventional wisdom and offers a blueprint for sustainable, generational growth.

If you’ve ever wondered how to balance culture, scale, and authentic client relationships, this conversation shows what’s possible when firms choose discipline over shortcuts.

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17 episodes