About David
David Kakish is the founder and President of RIA WorkSpace. 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.
While not at the office, David is an active reader and enjoys playing soccer and basketball. He loves traveling, learning, and spending time with his family. On the weekends, you’ll typically find him coaching one of his kid’s sports teams.

Today We Talked About

David’s background
IT Security
Microsoft 365 Security Features
Not using features of M365
Ransomware
Cyber Security
DLP – Data Loss Prevention
MFA – Multi-Factor Authentication
Power in simplicity
RoN – Return on Negligence
Leadership
Enterprise Single Sign-on
Microsoft Security Score
Who is auditing your IT group?


Connect with David

Website
LinkedIn
RIA Podcast


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