RIA Collective: Damian Lo Basso | Why RIAs Need a CFO Before They Think They Do
Most RIAs don’t think they need a CFO… until they realize they do.
In this episode of RIA Collective, host Charlie Van Derven sits down with Damian Lo Basso, Founder of My RIA CFO, to discuss the financial blind spots that hold advisory firms back during transition, growth, and scaling.
Damian brings a rare level of experience to the RIA space. After working in investment banking and M&A, he helped build Dynasty Financial Partners’ OCFO program, launched one of the industry’s first outsourced CFO firms, and later served as CFO for multi-billion-dollar RIAs before launching My RIA CFO…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.