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Today, we’re going in-depth with Steve Tenney. After a 30-year career as a leader in wealth management, including as Founder and CEO at $700MM RIA Great Diamond Partners, Steve launched Grandview & Co to be the coach to RIAs that he wished he had.  In this episode you’ll learn: How relentle ...
Today, we go in-depth with Gary Hirschberg, Founder and CEO of Aaron Wealth Advisors. He helps ultra high net worth families navigate the complex business of managing their wealth, always guided by the values and perspectives shaped by his roots. In this episode you’ll learn: Why simplicity win ...
Today, we're going in depth with Matthew Weatherley-White, partner at Sorensen Impact Advisory. Matthew has spent three decades at the intersection of finance and impact, helping families and institutions align their capital with their mission. In this episode you’ll learn: Why you should chall ...
How is AI specifically impacting the wealth and investing industry? Today's episode pulls together insights from recent guests on how AI is shaping the future. In this episode you’ll hear from: Adam Katz - Partner and Head of Founder and Entrepreneur Group at Corient Kelly Coffey - Co-founder o ...
Today, we're going in depth with Michel Del Buono. Michel is the chief investment officer of a16z Perennial. With a career spent leading investment strategy, he brings global knowledge and innovative thinking to help make sense of complex markets. In this episode you’ll learn: Why you don’t nee ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Ethic, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.