Episode 121: This week, Kyle Van Pelt talks with Mark Buffington, CEO at BIP Capital and Managing Partner at BIP Ventures. Since founding BIP Capital, Mark has helped shape the firm into one of the most active and respected i...
Episode 120: As firms enter strategic planning season, Kyle Van Pelt brings together the strongest technology insights from four standout leaders. Nelly Mubashi explains the operational realities of supporting multiple adviso...
Episode 119: This week, Kyle Van Pelt talks with Eric Kittner, CEO and Chairman of the Board at Moneta Group. Eric began his career at Arthur Andersen and RubinBrown before joining Moneta in 2003. Since becoming Managing Part...
Episode 118: This week, Kyle Van Pelt talks with Jason Weaver, Managing Partner of Weaver Consulting Group. With nearly three decades of experience in the financial services industry, Jason leads with a people-first philosoph...
Episode 117: This week, Kyle Van Pelt talks with Jacqueline Martinez, Managing Partner at Alaris Acquisitions. Previously part of United Capital's M&A team, Jacqueline contributed to $10.5B in acquisitions before the firm's 2...
Episode 116: This week, Kyle Van Pelt talks with Matt Reed, Chief Revenue Officer at Powerlytics. Matt brings 20 years of wealth management experience to Powerlytics, including leadership roles at Skience, eMoney Advisor, and...
