by Excelsior Capital | Mar 9, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Pros, Cons, and Features of Robo-Advisors for the WealthyLearn how to amass wealth – the right way, for you. In this episode, Barbara Friedberg, a former portfolio manager and university investments and finance instructor, delves into how...
by Excelsior Capital | Mar 9, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Founder's StoryThis episode of the Capital Club podcast is your chance to get a behind-the-scenes look at the life and story of Brian. Back to all Podcasts Podcast: The Founder’s Story This episode of the Capital Club podcast is...
by Excelsior Capital | Mar 9, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS How To Build A Board That Strengthens Your BusinessTake a thoughtful approach to growing your business, hold yourself accountable, and bring opportunities that you never could have found on your own. Back to all Podcasts Podcast: How To...
by Excelsior Capital | Mar 9, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Expert Insight on 1033 ExchangesThis episode of the Capital Club podcast dives deep into 1031 and 1033 exchanges. Our guests, Camille Renshaw, CEO and co-founder of B+E, and Brad Borden, a professor of law at Brooklyn Law School, provide...
by Excelsior Capital | Mar 9, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Digital Strategies That Drive Success in Family BusinessesWhatever digital experience you’re creating for your end users, make sure it is as efficient as possible. In this episode, Travis Coley, the Managing Director at Whitepenny,...
