David Selig, MBA

Founder & CEO
https://www.advicedynamicspartners.com/

David has over twenty-five years of experience in M&A, management consulting and financial services. For Advice Dynamics’ buy-side and sell-side clients, David serves as a champion and advocate as he shepherds them through their complex transactions. Mr. Selig has authored whitepapers for Fidelity Institutional Wealth Services and Schwab Advisor Services. He is regularly quoted in the press, including Citywire, Forbes, Dow Jones, and Financial Planning Magazine. Mr. Selig is a regularly featured speaker on M&A and succession planning at industry events.

David holds an MBA in Strategy and Management of Organizations from the Graduate School of Business at Columbia University.

Disclosure information not submitted.

Presentation(s):

• What’s Your RIA Worth?

  Wednesday, September 27, 2023
  3:30 PM – 4:30 PM MST