Structuring for Scale and Optimizing your Legacy: Best Approaches for Teaming and Succession Planning
Presented by Brian Ullsperger, CIMA®
Managing Director, Andersen
Session date and time May 1, 2023 9:30 - 10:30 a.m.
In this interactive session, three speakers representing different wealth management channels and perspectives will discuss lessons-learned and best practices in approaching team structure and development and advisor succession planning in a lively fireside chat and audience Q&A. The discussion will be moderated by Sterling Shea of Morgan Stanley.
ACE Academy 2023
Speaker Bio
Brian Ullsperger, CIMA® Managing Director, Andersen
Brian Ullsperger has more than 18 years of experience in the investment consulting industry. He focuses on providing investment consulting and wealth management services to high-net-worth individuals, families, foundations and endowments. Before rejoining Andersen in early 2010, Ullsperger was a founding partner of Capital Fiduciary Advisors. Before that, Ullsperger was at Charles Schwab. During his career, Ullsperger has provided a wide variety of client services, including private and institutional consulting, wealth management, retirement planning, estate planning and insurance planning. Ullsperger has earned advanced professional certificates from the Investments & Wealth Institute, the Center for Fiduciary Studies (taught in conjunction with the Joseph Katz School of Business, University of Pittsburgh) and the College of Financial Planning. He is a Certified Investment Management Analyst® (CIMA®), an Accredited Investment Fiduciary (AIF®), an Accredited Asset Management Specialist (AAMS®) and a Chartered Mutual Fund Counselor (CMFC®). Ullsperger is a frequent speaker on investment and wealth management topics.
