Podcasts
EP.80 DIRECT INDEXING with LISA GOLDBERG, PhD
March 28, 2021
Ep.79 (BONUS) HORROR AUTHOR, JIM HARBERSON
March 22, 2021
EP.77 CAPITAL ALLOCATORS with TED SEIDES
March 3, 2021
EP.76 CITIZENSHIP DIVERSIFICATION with DAVID LESPERANCE
February 9, 2021
EP.75 INDIVIDUAL TRUSTEESHIP with MARGUERITE LORENZ
January 27, 2021
EP.74 A LOOK INTO 2021 with Investment Banker, EUAN RELLIE
January 17, 2021
EP.72 CYBERSECURITY for 2021 with CHRIS OTT
December 16, 2020
EP.71 COURT TENNIS with HAVEN PELL
December 14, 2020
Ep.70 ESG INVESTING with JOHN ROSENBERG
November 23, 2020
EP.69 EMERGING MARKETS, DISORDER and INVESTING with PHILIP READE
November 17, 2020
Ep.67 – WOMEN and VIDEO GAME CULTURE with REBECCA DIXON
October 25, 2020
EP.63 BUILDING A NEW TRUST COMPANY: A Discussion with BETSY BROWN
September 4, 2020
Ep.61 HEALTH DIRECTIVES with TIFFANY MCKENZIE
July 20, 2020