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Mar 26, 2021

Penny Phillips, Founder of Thrivos Consulting and President of Journey Strategic Wealth joins us to discuss how you can improve your brand by changing behavior and marketing yourself to the next generation. I’ve followed Penny since April of 2020, when at the peak of the Covid-19 pandemic, she took the financial world...


Mar 18, 2021

Shannon Saccocia, CIO at Boston Private, joins us to talk all things asset allocation and manager selection. With $16 billion of AUM at her firm, Shannon has been at the forefront of big changes in the RIA industry, which have helped Boston Private become one of the premier wealth management firms in the country. Today,...


Mar 16, 2021

Richard sits down with Julia Carreon. Julia has been a major advocate for innovation and technology in the financial services industry. Today, Julia provides us with a detailed roadmap for Banks or other companies looking to stay relevant via technology investment. We will also learn Julia’s story, hear about...


Mar 11, 2021

Quality Businesses. Exceptional Management. Capital Constrained Markets. In this episode, Richard sits down with Evan Vanderveer of Vanshap Capital to talk stock investing in Emerging and International Markets. Topics discussed include a partnership with Markel Corporation, uncovering Great Capital Allocators, a...


Mar 9, 2021

Follow Richard on a 30-year voyage and hear the evolution of the hedge fund world. From how to market a new hedge fund to crisis management all the way to industry regulation. In this episode, we sit down with Mitch Ackles, President of the Hedge Fund Association and master of the Hedge Fund PR Niche. Social Media,...