by Excelsior Capital | Mar 10, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Talking to Your Parents about Their FinancesAs your parents age, you may find that you want or need to broach the often-difficult subject of finances. In this episode, Cameron Huddleston, an award-winning personal finance journalist,...
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...
by Excelsior Capital | Nov 3, 2022 | Podcasts
EXCELSIOR CAPITAL PRESENTS Understanding Trauma as a Key to Your Financial BehaviorDiana Chambers is a highly respected Family Wealth Mentor and Philanthropic Advisor who established her business in the US in 2002 and subsequently in Switzerland, where she now...
