Trending
January 15, 2024 Marie Swift Interviews Stewart Koesten, Founder and Chairman at Aspyre Wealth PartnersDecember 14, 2023 Marie Swift Interviews Patric Glassell, Head of Sales at KwantiNovember 7, 2023 Interview with Daniel Satchkov, Co-Founder and President at RiXtremaOctober 27, 2023 Interview with Stephen Spaeder, Principal and SVP at Equus Capital PartnersOctober 17, 2023 Marie Swift Interviews Sheila Padden, Founder, Padden Financial Planning and President Alliance of Comprehensive Planners
Featured
January 15, 2024
Marie Swift Interviews Stewart Koesten, Founder and Chairman at Aspyre Wealth Partners
Stewart S. Koesten, Chairman, Founder and Senior Wealth Advisor at Aspyre Wealth Partners, has more than 35 years of... Read more »
December 14, 2023
Marie Swift Interviews Patric Glassell, Head of Sales at Kwanti
Patric Glassell is Head of Sales at Kwanti, a portfolio analytics solution aiding financial advisors and investment... Read more »
November 7, 2023
Interview with Daniel Satchkov, Co-Founder and President at RiXtrema
Daniel Satchkov is the President and Co-Founder of RiXtrema, Inc., a firm specializing in financial modeling and... Read more »
