Rick Capozzi is the president of Capozzi Advisory Group, LLC, a global consulting and training firm that specializes in growth strategies for wealth management businesses.
His 34-year track record of success in senior leadership roles includes positions with some of the world's top firms. At Morgan Stanley, Rick managed the revenue and asset growth of 8,000 advisors as national sales manager.
As a regional president at Wells Fargo, he was responsible for over $30 billion in assets under management, and at Morgan Stanley he oversaw $35 billion as the regional director.
In both cases, he turned these regions from virtually last in the country to first by applying sound principles, proven strategies, and smart tactics.
As Merrill Lynch's global head of business development, Rick helped the firm achieve record results. Rick has delivered over 1,200 inspirational keynotes throughout North America, Europe, the Middle East, and Asia.