על אודות פודקאסט זה 🔗
WealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.
מנחים:
תדירות עדכון:
every 10 days
אורך אודיו ממוצע:
30 minutes
ראיונות אורחים
אנגלית
ארצות הברית
257 פרקים
מאז 25 בפברואר 2021
episodic
AUDIENCE OF THIS PODCAST 🔗
~93.76% of listeners are from United States.
🇺🇸
US
93.76%
🇭🇳
HN
1.24%
🇯🇵
JP
0.93%
🇩🇪
DE
0.93%
🇵🇭
PH
0.93%
🇨🇦
CA
0.93%
🇦🇺
AU
0.62%
🇵🇹
PT
0.31%
🇮🇳
IN
0.31%
Others
0.04%
* Data source: directly measured on Listen Notes. בזמן אמת
הפרק החדש ביותר 🔗
This week, Jack Sharry talks with Shauna Mace, Managing Director and Head of Practice Management at SEI, where she also leads the SEI Growth Lab. Shauna began her career helping run a small RIA outside Philadelphia, later founded her own consulting practice, and now works with hundreds of advisory…
פרקים קודמים 🔗
This week, Jack Sharry talks with Kevin Mitchell, CEO and Co-Founder of Graphene. After nearly two decades building and operating regulated wealth platforms across the UK and Europe, Kevin co-founded Graphene to help wealth firms take greater control of the infrastructure on which their businesses…
This week, Jack Sharry talks with Max Lane, CEO of Flourish. Since joining the company in 2017, Max has helped build Flourish around one central idea: advisors need better tools to serve clients beyond the investment portfolio.
Jack and Max explore the shift from holistic advice to holistic…
This week, Jack Sharry talks with Jim Patrick, Senior Business Advisor at McKinsey. Jim has more than 25 years of experience in wealth management, asset management, institutional investing, and family office advisory services. A former Group President at Envestnet, he now advises McKinsey and othe…
This week, Jack Sharry talks with Ann Covington, Founder & Financial Advisor at CovingtonAlsina. Ann is passionate about helping strong, successful women navigate increasingly complex financial lives. She brings a personal understanding of the challenges women face and the value of thoughtful …
This week, Jack Sharry talks with Andrew Ang. Andrew is a leading voice in quantitative investing, factor research, tax-efficient portfolio construction, and AI. He spent 15 years as a professor at Columbia Business School and 10 years as Managing Director at BlackRock, where he led work across fa…
This week, Jack Sharry talks with Mike Perry, Head of Client Solutions and Wealth Management at Guardian Life. With leadership experience spanning Guardian, Nuveen, UBS, and Merrill Lynch, Mike has spent his career helping firms evolve their wealth management strategies while expanding access to c…
This week, Jack Sharry talks with Indivisible Partners' Founder and Chief Technology Officer, Alok Kapoor, and Founder and Chief Operating Officer, John Hogarty. Alok oversees and guides the firm's technology direction and brings leadership experience from Fidelity Investments and Merrill Lynch. J…
This week, Jack Sharry talks with Andrew Guillette, Vice President of Global Insights at Broadridge. Founder of Verge Advisory and former COO of Cerulli, Andrew has a track record of delivering industry-leading market research to U.S. asset managers. With specialized expertise in research and prod…
This week, Jack Sharry talks with Summit Wealth Group Founder & CEO Randy Morris and Head of Advisor Success Seamus O’Brien. After leading the firm’s successful transition to independence, Randy and Seamus are now focused on building an advisor-first organization designed for long-term growth.…
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