In this episode of Partnering to Create Wealth, I’m joined by Matt Regan, CEO of Wealthcare Capital Management — a leading outsourced platform providing RIAs with middle and back-office solutions. Wealthcare supports advisors so they can focus on client relationships and business growth rather than administrative work. The Changing Landscape for RIAs We discuss the …
Will Bowmer, Managing Director and Co-Head of Technology at Lincoln International, joins New York Private Finance MD David Marcus to share his path from corporate law to investment banking, including his time navigating the Lehman Brothers bankruptcy. Will discusses building Lincoln’s tech banking practice in San Francisco, the firm’s strength in valuing private companies and …
Alex Penning, Managing Director and Head of Banking and Lending at Cresset, joins the show to discuss how Cresset helps clients think strategically about credit. We talk about the firm’s rapid growth, its integrated approach to family office services, and how Alex’s team works with business owners and wealth creators to find the right lending …
David Marcus speaks with Christian Berger of McGuireWoods about his unique role as a business development leader in a top law firm, the rise of independent sponsors, the McGuireWoods Independent Sponsor Conference, and his utility infrastructure venture, GridHawk.
Sarasota Private Trust Company and Emigrant Bank Fine Art Finance partnered together for an informative evening regarding the trends in the global art market. Suzanne Gyorgy, a partner of Emigrant Bank Fine Art Finance with over 35 years of experience in the art arena, led an intriguing conversation with guests regarding topics such as art …
Nonprofit organization recognizes advocates and leaders in the areas of veterans services, philanthropy, and community partnership SARASOTA/BRADENTON, FL – On October 12, Goodwill Manasota was proud to bring back – for the first time since 2019 – its Community Ambassador of the Year Awards. This year’s event, which took place at Michael’s On East, recognized …