From Scale to Impact: Purpose-Driven Growth in Wealth Management with Nate Angelo

About this episode

Nate Angelo discusses purpose-driven growth in wealth management and the importance of human connection in client relationships.

Episode 142: This week, Kyle Van Pelt talks with Nate Angelo, CEO of Composition Wealth. Nate brings a diverse background spanning institutional investing and advisory leadership, with a focus on building firms that balance growth, culture, and client experience. His career reflects a commitment to thoughtful leadership and long-term value creation in the RIA space. Nate talks with Kyle about how to grow with purpose in today's wealth management landscape. He shares how leaders can build purpose-driven careers, lead with conviction and humility, and navigate transformational change without losing cultural integrity. Nate also discusses how data, AI, and integrated technology can enhance client experience while reinforcing that real success still comes down to human connection, trust, and empathy. In this episode: (00:00) - Intro (01:36) - Nate's money moment (04:38) - Nate's early career development at Russell Investments (07:44) - Why personal context should come before financial strategy (09:53) - Nate's transition from institutional investing to advising (13:05) - Foundational leadership skills: mindset, mentors, and risk (19:40) - Building a brand with meaning and resonance…

People in this episode

Host: Kyle Van Pelt

Guest: Nate Angelo

Topics covered

• wealth management
• purpose-driven growth
• leadership
• client experience
• technology in finance

Keywords

• wealth management
• leadership
• client experience
• data
• AI
• cultural integrity
• growth

Mentioned in this episode

Organizations: Composition Wealth, Russell Investments

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