Aug 31, 2021
Jordan Montgomery is a performance coach, speaker, and the Founder and CEO of Montgomery Companies, a coaching and consulting organization. Jordan serves a diverse range of clients, including business executives from Fortune 500 companies, professional athletes, salespeople, and entrepreneurs. Jordan, a...
Aug 24, 2021
Richard Chen is the Founder and Managing Partner of Richard L. Chen PLLC. Through his law firm, Richard provides practical legal advice to financial advisors, investment managers, and other financial institutions, helping them focus on serving their clients better. Richard completed his undergraduate degree in...
Aug 17, 2021
Eddy Ricci is a Founding Partner of The Pontem Group, a consulting firm and Lead-Advisor, a wealth management collective specializing in talent acquisition and leadership development. With more than 15 years in the industry, Eddy’s niche and expertise have evolved into delivering insights, leveraging time, and...
Aug 10, 2021
Gary Zimmerman is Managing Partner at Six Trees Capital and Founder and CEO of MaxMyInterest, an automated online solution that helps investors earn more on their cash balances. Before founding MaxMyInterest amid the global financial crisis, Gary had been an investment banker for Citigroup, where he advised funds with...
Aug 3, 2021
Charles (Chas) Boinske is a Wealth Manager and the Chief Visionary Officer of Modera Wealth Management, a company that provides thoughtful financial counsel to discerning individuals and organizations. Chas was co-founder of his own RIA, Independence Advisors, before he and his team joined Modera in 2021. As...