Jay Hummel is the CEO and co-founder of Wealth Advisor Growth Network (WAGN), a company focused on taking minority stakes in wealth management firms and service providers. WAGN acts not only as an investor, but also as an active partner in running the businesses. Prior to founding WAGN, Jay was a Senior Vice President and Head of American Century Investment’s Personal Financial Solutions Business. Jay was responsible for the strategic and executional oversight of teams serving 600,000 individual and small retirement clients with $42B in assets under management.
He is a former Managing Director of Envestnet (ENV) where he served as the Head of Strategic Initiatives and Thought Leadership. Jay is the former President and Chief Operating Officer of Lenox Wealth Management, a Cincinnati based multi-family office and started his career in accounting and consulting at Deloitte.
Jay is a frequent industry speaker and writer. Wiley has published two of his books: Success and Succession and The Essential Advisor. Success and Succession was named by wealthmanagement.com as their book of the decade for 2010-2019.
He is also the host of The Deep Dive Podcast in partnership with RIA Channel.
Learn more:
https://wagn.biz/
https://www.riachannel.com/deepdive/
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Kevin Coffey & Christina Keller with A Brighter Future Discussing Their More Money for You Program - May 14, 2024
- Interview With Stephen Ng, CLU, ChFC, CEP Founder of Stephen Ng Financial Group-Discussing IRA Rescue to Leverage Retirement Wealth - May 14, 2024
- Interview with Michael Opp Founder of Opp Financial-Purpose vs Performance – Fiduciary Concerns & Purpose Driven Accounts - May 13, 2024
