Episode #63:
Vidur Khatri
Dynasty Financial Partners Board Member and Principal at Abry Partners
Episode #62:
Sean Keenan & Tim Oden
Head of Sales at BNY Pershing & Chief Growth Officer at Dynasty
Episode #61:
John Seifert
Dynasty Financial Partners Board Member and former Chairman & CEO of Ogilvy
Episode #60:
Scott Neil
President and Co-Founder of Horse Soldier Bourbon
Episode #59:
Lindsey Strawhecker
Director and Head of Transitions at Dynasty Financial Partners
Episode #58:
Mike Swesey
President and CEO at St. Pete Economic Development Corp.
Episode #57:
Joe DeVico
Head of the Americas Client Business, Co-Head of U.S. Wealth Advisory at BlackRock
Episode #56:
Marc Hineman
Chief Operating Officer at Dynasty Financial Partners
Episode #55:
Erik Strid
Founding Principal of Concentus Wealth Advisors
Episode #54:
Avery Johnson
CEO and Co-Founder at Avery Capital
Episode #53:
Tom Callahan
CEO at Nasdaq Private Market
Episode #52:
Rick Rieder
Chief Investment Officer of Global Fixed Income at BlackRock