Name
How We Did It
Date & Time
Tuesday, October 17, 2023, 11:35 AM - 12:05 PM
Jeffrey Cullen Deane Mayerhofer
Description

 

As a COO, Co-Founder, and equity partner in SRP, Deane Mayerhofer is unique in the industry. She’s not an adviser, but has built one of the largest independent firms in our space from scratch with no outside capital. As CEO, CFO, and Co-Founder of SRP, Jeff Cullen's roles, responsibilities and skill set are very different than hers. Additionally, Jeff is still a practicing adviser. Deane and Jeff get asked frequently how they did it and how they built a culture that consistently wins awards for best places to work. From technology to managing human capital to team building to organic growth to acquisitions to their equity model to their shared service model, building a large firm is difficult with lots of decisions along the way. Hear from Jeff and Deane about the decisions that were made, thought processes behind them and more. 

Location Name
Annapolis 1-2
Session Type
Breakout Session