(Video by Mimi Productions. Portrait by Tom McKenzie.)
The president and CEO of American Portfolios, Lon Dolber, still has a book of business, which gives him valuable perspective on what advisors are dealing with day to day. Dolber sat down with Jamie Green, editor-in-chief of Investment Advisor, at the 2016 Broker-Dealers of the Year roundtable in August to talk about the benefits of private ownership and the vital role technology plays in a business’s success.
Click here for more coverage on the winners of the 2016 Broker-Dealers of the Year.