Future-Proofing RIAs: Matt Regan on Industry Shifts, Technology, and Growth Strategies
August 12th, 2025
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. …
Building Tech Banking on the West Coast — with Will Bowmer, Lincoln International
July 8th, 2025
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 …
Family Office Scale & Thoughtful Credit Strategy with Alex Penning of Cresset Capital
June 19th, 2025
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 …
Independent Sponsors, Deal Networks & GridHawk with Christian Berger
June 4th, 2025
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 …
Goodwill Manasota honors 2023 Community Ambassadors of the Year
October 23rd, 2023
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 – …
Goodwill to distribute vouchers, gift cards to those impacted by Hurricane Ian
November 2nd, 2022
Donation of $1M from Sarasota Private Trust Company, New York Private Bank & Trust Company, and the Milstein Family will support residents affected by storm SARASOTA/BRADENTON, FL – A generous …