A Conversation with Chris Mone, EVP and Head of Wealth Management at Wedbush

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One of wealth management’s leading voices shares his thoughts on the industry, and what advisors need to do to compete and thrive.

In this episode, we explore some of the hottest topics in wealth management today with Chris Mone, Head of Wealth Management at Wedbush.

Chris shares his unique perspective and experience on:

  • Coronavirus Update:
    • How has COVID-19 changed businesses?
    • How should you plan and handle situations like COVID-19?
      • What steps can you take today to prepare and help your clients and employees.
      • COVID-19 worries & concerns.
  • Pandemic planning 
    • How do you adapt on the go to respond to a crisis like COVID-19
    • What technology has been a real boom during the time?
  • Innovations in the business 
    • What is Wedbush doing differently in terms of innovation?
  • And much more.

It’s an episode that covers a great deal of ground solid information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level.

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Christopher Mone is an Executive Vice President of Wedbush Securities. He serves as the head of the Wealth Management Division, member of the Presidents’ Executive Committee and the Management Committee of the firm. Wedbush Securities is one of the largest securities firms and investment banks with headquarters on the West Coast. Founded in 1955 and built on a culture of entrepreneurship and innovation, Wedbush remains an independent, family and employee owned fully diversified self-clearing financial services firm and true American success story. With over 25 years of experience in various leadership roles in the financial services industry, Chris joined the leadership team at Wedbush in 2019 to embark on a new chapter of growth.

In his role, Chris has overall leadership responsibility for the firm’s national network of Private Wealth Management branch offices, the Independent Franchise Owners network, the Asset Management and the Registered Investment Advisor divisions of the firm.

Chris Lives in Southern California with his wife and four children is an active member of St. John Fisher Parish and several youth education organizations.



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Comments (3)
  • Great call guys, looks like good leadership on the coast!

  • Love those Cali firms. Mone is making a HUGE difference at what was a sleepy spot for sleepy reps.

  • No leadership can change how much it sucks to be stuck inside in san diego

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