by Excelsior Capital | Jan 12, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Strategies in a Volatile MarketBrian sits down with Niall Gannon, a frequent top financial advisor in America and author of the book Investing Strategies for High Net Worth Investors. Back to all Podcasts Podcast: Strategies in a Volatile...
by Excelsior Capital | Jan 12, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS A Strength-Based Approach to Advising Multi-Generational Family EnterprisesJeff Strese is an Organizational Development Consultant and Executive Coach focusing on multi-generational family enterprises, corporations, and mission-driven...
by Excelsior Capital | Jan 5, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Anti-Silicon Valley Investor: How to Find Success in Early Stage Startups David Mandel is an emerging tech Super-Angel Investor and managing partner of Emerging Ventures Capital. He has invested in over 500 startups. Back to all Podcasts...
by Excelsior Capital | Jan 5, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Revolutionizing Financial Advising through Technology We are joined by Jason Van Thiel, the director of research for Helios – investment management, wealth management, and FinTech platform. Back to all Podcasts Podcast: Revolutionizing...
by Excelsior Capital | Jan 4, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Finding Financial Freedom: Transitioning from a Corporate Career and Discovering Your Purpose Billy Keels is the founder of First Generation Capital Partners. He grew up knowing nothing about investing and challenged himself to learn...
