Aug 24, 2022
David Kakish is the President and CEO of RIA Workspace. He is an author, successful entrepreneur, and an advocate for better, more secure IT. It’s his belief that small and midsize Registered Investment Advisors and Financial Advisors are different than other businesses. He likes to think of these RIAs as the Small Giants in the financial services industry.
David is committed to higher standards and easier access to enterprise-level IT and cyber security for small and midsize RIAs. He believes that an off-the-shelf IT setup doesn’t meet the unique needs of the industry and encourages RIAs to seek out better, enterprise-level solutions to protect their business and their clients. Under his leadership, the RIA WorkSpace team developed cloud and managed IT platforms specifically for RIA and Financial Service firms. They’re keenly focused on creating leading edge security and headache-free environments for their clients.
https://www.riaworkspace.com/podcast/