Isthmus Forum

De: GGMM Productions
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  • Resumen

  • Welcome to the Isthmus Forum podcast. The Isthmus Forum offers thoughtful, straightforward investment insights discussed in a roundtable format with various members of the Isthmus Partners team.
    © 2023 Isthmus Forum
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Gestión Economía Finanzas Personales
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Episodios
  • Isthmus Forum - A New Podcast Series from Isthmus Partners, LLC

    Isthmus Forum - A New Podcast Series from Isthmus Partners, LLC
    May 2 2022

    Host Richie Burke sits down with David Hackworthy, Frank Gambino, CFA and Joe McNeil, CFP® to discuss the origins of Isthmus Partners, LLC and how the firm has delivered strong returns and peace of mind to its clients since 2014. In future episodes, investment-related topics and themes such as process and philosophy, financial planning and thought leadership will be discussed with various members of the Isthmus Partners team.
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    17 m
  • Philosophy and Process: A Patient and Objective Investment Discipline

    Philosophy and Process: A Patient and Objective Investment Discipline
    May 31 2022

    Host Richie Burke sits down with two of the firm’s founding partners, David Hackworthy and Frank Gambino, CFA. David is the Chief Investment Officer, and Frank is the Chief Equity Strategist; both are also Portfolio Managers. In this episode, Frank and David discuss the firm’s equity philosophy and investment process and how the firm distinguishes itself from other investment managers.
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    31 m
  • Financial Planning: A Roadmap for Investment Success

    Financial Planning: A Roadmap for Investment Success
    May 31 2022

    In this episode, host Richie Burke sits down with Joe McNeil, CFP® and Bruce Fox. Joe is a founding partner and the Director of Advisory Services, and both Joe and Bruce are Portfolio Managers. They discuss how a comprehensive, personalized financial plan can help individuals, at all life stages, achieve their financial goals.
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    29 m

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