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Episode 142

On this week’s episode of Next Mile, I speak 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 and I explore 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.

Key Takeaways

• Growth only matters when it's tied to purpose. Growth for the sake of growth is empty. The real question leaders should ask is: Are we growing in a way that actually improves the lives of the people we serve? Growth becomes meaningful when it's intentional, disciplined, and tied directly to impact.

• Start with the person, not the spreadsheet. Data and optimization matter, but they should never come first. The most effective decisions result from understanding values, emotions, and behaviors before applying financial frameworks. 

• The future is AI-powered, but human-led. AI will handle more of the repetitive, operational work. But empathy, trust, and human understanding will become even more valuable and more differentiating.

Quotes

"If I can leave a little mark in this space, it's really to help financial advisors never lose sight of the intimate relationship they have with clients and the ability to impact their lives." ~ Nate Angelo

"We're in the business of managing human psychology and helping people stay engaged and invested. And there's a real strategic decision in doing nothing with your portfolio and just bringing your emotional level back to a rational state." ~ Nate Angelo

"We as humans long to be seen, heard, and known. And technology is going to power the advisor and that relationship and interaction in unique and dynamic ways." ~ Nate Angelo

Links

• Nate Angelo on LinkedIn

• Composition Wealth

• Russell Investments

• RBC Wealth Management

• Brock Moseley

• Corsair Capital

• The Go-Giver

Connect with our hosts

• Milemarker.co

• Kyle on LinkedIn

• Jud on LinkedIn

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Kyle Van Pelt