Olivia Eisinger: Transforming VEO into Premier RIA Custody Solution at Apex

Friday, 5 April 2024, 02:16

Olivia Eisinger's initiatives have reshaped VEO into a key RIA custody offering at Apex, with plans to target major RIAs. Under her guidance, the service has evolved into a pivotal component for advisors, although some analysts express skepticism amidst the strategic shift.

https://store.livarava.com/09d6670f-f312-11ee-8960-87cc5c87fb08.jpg — Olivia Eisinger: Transforming VEO into Premier RIA Custody Solution at Apex

Introducing Olivia Eisinger's Vision

Head of RIA custody, Olivia Eisinger, has orchestrated a transformation of VEO, leveraging talent like George Tamer to enhance the service for RIAs.

The Strategic Focus

Apex prioritizes major RIAs over startups,
Foot-in-the-door approach to establish credibility.

This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.