Matt McCarte is the Managing Director and Head of Wealth Management of Pitcairn: a century-old family office located in suburban Philadelphia with $8.3 billion in assets under advisement. In this epi

Jeff Gonyo is the Senior Divisional President of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-gener

Eliot Weissberg is the President of The Investors Center, a financial and longevity planning firm that guides clients to discover and leverage their capacity to live and age confidently. In this podca

Greg Banasz is the Managing Director, founding partner, and Chief Marketing Officer at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institut

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

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 p

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 Jer

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 altern

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 investor

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 acce