by Excelsior Capital | Jan 3, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS How the RIA Industry has EvolvedAndy Sathe is a Shareholder at MCF Advisors (a boutique Registered Investment Advisor with offices in Greater Cincinnati, Lexington and Louisville) where he serves as an advisor to business owners and clients...
by Excelsior Capital | Jan 3, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS What We Learned About the Real Estate Investment Space in 2022Jarrod Arnold is the COO at Excelsior Capital. He oversees financial matters (including budgeting, forecasting, and tax) as well as Marketing, Human Resources, and Investor...
by Excelsior Capital | Jan 3, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS A Deeper Look at Deglobalization & How We Got HereIn this episode, Brian discusses the potential for increased global risk and instability, as well as the potential effects on economies in developing countries. Back to all Podcasts Podcast:...
by Excelsior Capital | Jan 3, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Changing Landscape of Global WealthJamie McLaughlin is a management consultant focused on firms who serve the UHNW and family office client segments. Back to all Podcasts Podcast: The Changing Landscape of Global Wealth Jamie McLaughlin...
by Excelsior Capital | Jan 3, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Best Practices for Managing Conflict in Family OfficesAndy Busser is the President of Family Office at Pitcairn, a 100 year-old family office serving more than 100 families around the United States. Back to all Podcasts Podcast: Best...
by Excelsior Capital | Dec 22, 2022 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Challenges Of Wealth Holders: Facing Judgment and Finding Their WayAmanda Falkson has been in practice as a Wealth Counselor with HNWIs in the UK and internationally for two decades. Back to all Podcasts Podcast: The Challenges Of Wealth...
