Episodes

  • Episode 223 – HR’s Crucial Role of Cultivating a Strong and Enduring Company Culture with Kirstie Eustace

    Episode 223 – HR’s Crucial Role of Cultivating a Strong and Enduring Company Culture with Kirstie Eustace
    Jul 31 2024
    Kirstie Eustace is the Chief Human Resource Officer at Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Kirstie discusses the evolution of the HR profession, the crucial role of cultivating a strong and enduring company culture, and her personal experiences and … Continue reading Episode 223 – HR’s Crucial Role of Cultivating a Strong and Enduring Company Culture with Kirstie Eustace →
    Show more Show less
    12 mins
  • Episode 222 – Inside the Decision to Become a Board Member of a Newly Developed Firm with Janet Robinson

    Episode 222 – Inside the Decision to Become a Board Member of a Newly Developed Firm with Janet Robinson
    Jul 23 2024
    Janet Robinson is a Board Member for Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Janet shares her journalistic background as CEO of The New York Times Company, highlighting the commitment to quality journalism and the importance of culture and values in a … Continue reading Episode 222 – Inside the Decision to Become a Board Member of a Newly Developed Firm with Janet Robinson →
    Show more Show less
    12 mins
  • Episode 221 – Global Markets: Why Japan and India Are Standing Out with Jeremy Schwartz

    Episode 221 – Global Markets: Why Japan and India Are Standing Out with Jeremy Schwartz
    Jul 12 2024
    WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures. In this podcast, we are joined by Jeremy Schwartz, the Global Chief Investment Officer at WisdomTree. Jeremy and Doug discuss international investment opportunities, with a focus on the promising … Continue reading Episode 221 – Global Markets: Why Japan and India Are Standing Out with Jeremy Schwartz →
    Show more Show less
    16 mins
  • Episode 220 – Model Portfolios for Modern Investing with Kunal Shah

    Episode 220 – Model Portfolios for Modern Investing with Kunal Shah
    Jul 8 2024
    Kunal Shah is the Managing Director and Head of Private Asset Research and Model Portfolios at the Global FinTech firm – iCapital. In this podcast, Doug and Kunal explore the rising interest in alternative investments, emphasizing the importance of education, data-driven model portfolios, and technological advancements to simplify and optimize advisor investment strategies. Topics discussed: … Continue reading Episode 220 – Model Portfolios for Modern Investing with Kunal Shah →
    Show more Show less
    18 mins
  • Episode 219 – The Impact of Digital Innovation and the Future of Fintech with Mohan Gurupackiam

    Episode 219 – The Impact of Digital Innovation and the Future of Fintech with Mohan Gurupackiam
    Jul 1 2024
    Mohan Gurupackiam is the Chief Information Officer at Steward Partners Global Advisory: an employee-owned, full-service partnership that caters to family, institutional, and multigenerational investors. In this podcast, Doug and Mohan discuss the latest technological advancements in the financial industry, talking through the impact of digital innovation and the future of fintech. Topics discussed: Mohan’s extensive … Continue reading Episode 219 – The Impact of Digital Innovation and the Future of Fintech with Mohan Gurupackiam →
    Show more Show less
    14 mins
  • Episode 218 – Identifying Advisor Pain Points with Adam Holt

    Episode 218 – Identifying Advisor Pain Points with Adam Holt
    Jun 27 2024
    Adam Holt is the CEO and Founder of Asset Map, a platform providing interactive financial overviews for informed and empowered decision-making. Asset Map surveyed 175 advisors on challenges like accessing next-gen clients, the role of technology, and the industry’s current state. On this episode, Adam breaks down the data and offers his insights into their … Continue reading Episode 218 – Identifying Advisor Pain Points with Adam Holt →
    Show more Show less
    Less than 1 minute
  • Episode 217 – Why Annuities Matter More Than Ever with Tim Seifert

    Episode 217 – Why Annuities Matter More Than Ever with Tim Seifert
    Jun 26 2024
    Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century. In this podcast, Tim and host, Steve Gresham, dive into the implications of millions of Americans retiring each year, the challenges … Continue reading Episode 217 – Why Annuities Matter More Than Ever with Tim Seifert →
    Show more Show less
    18 mins
  • Episode 216 – Reaping the Benefits of an Independent Partner with Chris Reaney

    Episode 216 – Reaping the Benefits of an Independent Partner with Chris Reaney
    Jun 25 2024
    Chris Reaney is the Managing Director of High Water Wealth Group at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, listeners can expect an insightful discussion on Chris Reaney’s career journey from a traditional wirehouse to joining and growing with Steward Partners. The … Continue reading Episode 216 – Reaping the Benefits of an Independent Partner with Chris Reaney →
    Show more Show less
    16 mins