Kelli Cruz and Jennifer Specter leave consulting unit at InvestmentNews for new 'come-to-Jesus' venture
The departures mark some big changes at IN away from consulting to advisors
Bill Winterberg
Congratulations to both Cruz and Specter.
They leave big shoes to fill at IN, particularly with respect to the very popular InvestmentNews/Moss Adams studies.
Spenser Segal
Congrats to Kelly, Jennifer and Scott! They will make a dynamite advisor consulting team.
Zohar Swaine
Congratulations and best wishes Kelli and Jennifer!
Mike Byrnes
The business model of a publisher having its own consulting arm, supported by its own research, was an interesting one. I thought there was potential there.
Best of luck to Kelli and Jennifer – Mike Byrnes, President of Byrnes Consulting, LLC, www.byrnesconsulting.com
Related Moves
InvestmentNews brings in 'turn-around specialist,' and a 'chief revenue officer,' following pandemic battering; then top editor and two reporters jump ship
InvestmentNews is adding people on the business side and losing veterans on the editorial side after suffering staggering COVID hit to live events, and its publisher calls modus operandi changes 'permanent.'
October 26, 2021 at 2:27 AM
Mark Bruno, the 'glue' behind InvestmentNews, and sales strategist Julie Parten make it a clean sweep, ending the Crain era with their departures
New publisher and CEO Christine Shaw has enlisted Bruno to stay for three months to learn the ropes and rebuild IN's entire sales force
August 21, 2019 at 4:30 AM
InvestmentNews hires new CEO with no financial services background to replace long-time, departing publisher Suzanne Siracuse
Known as a 'decider,' Christine Shaw mirrors her predecessor but at much greater scale and more 'digital' emphasis
August 6, 2019 at 10:55 PM
InvestmentNews publisher walks amid massive staff turnover at UK-based Bonhill Financial Services one year after it buys Crain franchise
Bonhill had 80% turnover in UK division last year; reportedly filling jobs with younger, lower-paid staffers in shift to digital, event focus
July 17, 2019 at 8:08 PM
See more related moves
Financial Planning Association
Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO
