Author name: Bev

https://youtu.be/E-yyyNwsaBA Lowell Pratt joined the Burney Company in 1986, became a Portfolio Manager in 1992, was promoted to Director of Analysis in 1996 and became President in 2003. Lowell’s passion is implementing improvements to Burney’s quantitative analytical methods. In this episode, Chris and Lowell discussed: Creating Legacies Seeing Opportunities in Market Downturns Inflation and The Road […]

https://youtu.be/blSuDiaI9ps Bruce Weininger, a principal at Kovitz Investment Group, discusses his journey into financial advising, from initially combining accounting and finance to working with Fortune 500 companies and climbing up to $7 Billion in assets under management. In this episode, Bruce and Chris talk about: How to navigate relationships with UHNW clients Perspectives on current

https://youtu.be/WHU_ulrIDY0 Jeff Gitterman (@JeffGitterman) is a co-founding partner of Gitterman Wealth Management, LLC, and a true visionary in the field of Sustainable, Impact, and ESG Investing. With his expertise in creating SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, Jeff offers investment opportunities and research services for both individual clients and financial professionals in

https://youtu.be/XwRJZ3_n3nI Scott Tobe is the Chief Executive Officer of Signature Financial Planning. As a licensed financial advisor and a Chartered Advisor in Philanthropy®, Scott utilizes his experience, knowledge, and education to provide comprehensive wealth management solutions and design charitable giving strategies for high-net-worth individuals. In this episode, Scott and Chris discuss: The evolution and focus of

https://youtu.be/T1cuElNf0rY Elie Nour is the Founder and CEO of Nour Private Wealth and leads a team of qualified, experienced professionals providing exclusive financial services solutions for high-net-worth families and individuals. His philosophy is to care for the financial well-being of his clients through a structured approach to all their financial requirements. In this episode, Chris and

https://youtu.be/t1nxe2Gg_mk Chad Willardson is the Founder and President of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognized in the top 2% nationally. With a solid educational foundation from institutions like Harvard Business School

https://youtu.be/yyK-dtJdolQ Louis Barajas (@louisbarajas⁠), CFP®, has 30+ years of experience in the profession, as a business and wealth manager, author, and national speaker. Louis talks about shifting mindsets, financial literacy, and giving back to your own community. Louis is committed to helping cultural communities light a financial path to dignity, awareness, hope, and a worry-free

https://youtu.be/ox1OKLo6LKM Eric D. Brotman, CFP®, (@brotmanplanning) is the CEO of BFG Financial Advisors, host of the Don’t Retire… Graduate! podcast, author of the Don’t Retire… Graduate! book, and regular contributor to Forbes.com. He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and

https://youtu.be/DNj7OV1VEhQ David Clayman is the Co-Founder and CEO of Twelve Points Wealth Management. A passionate advocate for entrepreneurs and business owners, he is best known for helping them define their freedom from their day-to-day chaos by finding clarity regarding what they want most out of life. In this episode, Chris and Dave discuss: How David Started

https://youtu.be/uOnkQmpWt4Y Chip Hessenflow (@ChipHessenflow) is a Registered Investment Advisor Representative at Wealthcare Capital Management for 12 years. His mission is to change the way individual investors approach their financial lives by measuring success through the achievement of their life’s goals. Serving the Chicago, IL and Raleigh, NC metropolitan areas, Christopher has 25 years of financial service