2022 Spring Conference Speaker
Kelli Cruz
Kelli Cruz brings more than 25 years of experience to her role as the founder of Cruz Consulting Group (CCG), working closely with advisory firm owners and executives of financial services institutions. CCG is committed to building talent wealth and helping advisory firms realize their true potential by providing consulting engagements in human capital, including organizational design, compensation planning, performance management, and succession planning.
Kelli is a frequent speaker at national industry conferences and writes for the industry on talent management related topics. Prior to starting CCG, she founded InvestmentNews Adviser Solutions and oversaw advisor consulting engagements and the InvestmentNews/Moss Adams research studies. Kelli was a director in Advisor Services at Charles Schwab where she pioneered the industry’s first human capital program for advisory firms.
Before joining Schwab, Kelli held a variety of management positions at Wells Fargo, including managing human resources for the Private Client Services Group.
Kelli is a frequent speaker at national industry conferences and writes for the industry on talent management related topics. Prior to starting CCG, she founded InvestmentNews Adviser Solutions and oversaw advisor consulting engagements and the InvestmentNews/Moss Adams research studies. Kelli was a director in Advisor Services at Charles Schwab where she pioneered the industry’s first human capital program for advisory firms.
Before joining Schwab, Kelli held a variety of management positions at Wells Fargo, including managing human resources for the Private Client Services Group.
