by Excelsior Capital | Feb 2, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Truth About Being a Lead Dad with Author and Former New York Times JournalistBefore starting The Company of Dads in 2021, Paul Sullivan was a journalist for 25 years, the last 13 at The New York Times where he wrote the Wealth Matters...
by Excelsior Capital | Feb 2, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Fiduciary Frontier: Navigating the Complex World of Personal Finance Don Trone is the CEO and one of the Co-founders of 3ethos. In 2015 he was named by Investment Advisor magazine as the “Father of Fiduciary” and one of the 35 most...
by Excelsior Capital | Feb 2, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Modern Family Office: Building a Business That LastsJosh Baron is a co-founder and Partner at BanyanGlobal. For the last decade, he has worked closely with families who own assets together, such as operating companies, family...
by Excelsior Capital | Feb 2, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Deindustrialization: Opportunity or Threat?In this episode, Brian examines the phenomenon of deindustrialization and discusses its implications on global economies. Back to all Podcasts Podcast: Deindustrialization – Opportunity or...
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...