Episode 148: This week, Kyle Van Pelt talks with Dan Johnson, Senior Managing Director and Head of Wealth Management Practice at F2 Strategy. Dan is an industry leader in portfolio management systems implementation, investmen...
Episode 147: This week, Kyle Van Pelt talks with Patrick Kelly, Co-Founder and CEO of Signal Advisors. Patrick started his career as a financial advisor at Northwestern Mutual before becoming an independent advisor. Before Si...
Episode 146: This week, Kyle Van Pelt talks with Vib Arya and Sean Meighan of Envestnet. As Head of Strategic Relationship Management, Vib is a seasoned wealth and investment management leader with more than 25 years of exper...
Episode 145: This week, Kyle Van Pelt talks with Aaron Wormus, Chief Technology Officer at SMArtX Advisory Solutions. Aaron has spent years building technology infrastructure for the financial services industry, from hedge fu...
Episode 144: This week, Kyle Van Pelt talks with Tim Gavin, Chief Strategy Officer & Chief Compliance Officer at MCF. Tim helps lead the firm’s long-term strategic direction across operations, compliance, advisor support, tec...
Episode 143: This week, Kyle Van Pelt talks with Scott Schwartz. Scott is one of the Managing Partners and a Wealth Management Advisor at OnePoint BFG Wealth Partners. With more than 40 years of experience in helping clients ...
