))
Join Michael Merlin, Founder of Merlin Wealth Management at Rockefeller Capital Management and various friends, colleagues and experts as they take complicated financial concepts and break them down to simple, easy to understand ideas. Important Information: https://rcmbrand.rockco.com/MWM%20Podcast%20Legal%20Disclaimer.pdf
…
continue reading
We recognize genius wherever it exists, and if you’re known by the company you keep, we are proud not only to spotlight the women that are part of Rockefeller Capital Management’s unique network, but in that same spirit, to welcome our brilliant listeners. Genius Loves Company is a series featuring women who are seasoned leaders and their inspiring insights and perspectives. In candid conversations, our guests share how different life experiences, priorities, and values have led them to pers ...
…
continue reading
1
Valerie Rockefeller: Living With Legacy - Upholding Family Tradition and Carving a New Path as an Educator
34:14
34:14
Play later
Play later
Lists
Like
Liked
34:14
In the seventh episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group, sits down with Valerie Rockefeller, an educator, philanthropist, and fifth-generation member of the Rockefeller family. Valerie’s passion for education carried her from the world of West Virginia politics to leading her own classr…
…
continue reading
Michael Merlin sits down with Adam Compton, Head of MWM Asset Management to discuss current market action, economic numbers, Fed policy, and the effects of inflation and geopolitical events on the U.S. stock market and MWM investment strategy holdings.By Michael Merlin
…
continue reading
1
Alex Petrone: From Javelin Throwing to the Municipal Markets – The Journey of a Fixed Income Investor
28:07
28:07
Play later
Play later
Lists
Like
Liked
28:07
In the sixth episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group sits down with Alex Petrone, Director of Fixed Income at Rockefeller Asset Management. In her role, Alex is responsible for leading Rockefeller Asset Management’s Fixed Income business – setting strategy, driving investment performan…
…
continue reading
1
Demystifying Family Office Services Part 2
30:39
30:39
Play later
Play later
Lists
Like
Liked
30:39
In Part 2 of this two-part podcast episode, Michael Merlin, Founder of Merlin Wealth Management and Rebecca Mineo, Head of Family Office Solutions for Rockefeller Global Family Office, continue their discussion of several client situations where family office solutions have proven valuable.By Michael Merlin
…
continue reading
1
Demystifying Family Office Services Part 1
32:51
32:51
Play later
Play later
Lists
Like
Liked
32:51
In Part 1 of this two-part podcast episode, Michael Merlin, Founder of Merlin Wealth Management, Emery Bourne and April Gay, MWM Family Office Relationship Managers, and Rebecca Mineo, Head of Family Office Solutions for Rockefeller Global Family Office, dive into what makes family office services different from similar services provided in a typic…
…
continue reading
1
Jannah Devine: The Value of Advice - How Curiosity and Care Can Propel Your Career Forward
19:18
19:18
Play later
Play later
Lists
Like
Liked
19:18
In the fifth episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office sits down with one of Rockefeller’s leading Private Advisors, Jannah Devine. A Co-Leader of Oglevee & Devine Wealth Partners, her five-person team based in Newport Beach, CA, Jannah discusses the best financial advice she’s…
…
continue reading
1
Shelly Lazarus: How to Move the Needle - Inside the Career of an Advertising Trailblazer
36:43
36:43
Play later
Play later
Lists
Like
Liked
36:43
In the fourth episode of Genius Loves Company, Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group, sits down with Shelly Lazarus, Chairman Emeritus of Ogilvy, the global advertising, marketing and public relations agency, and a member of the Board at Rockefeller Capital Management. Known to many as one of the most powerful execu…
…
continue reading
1
Tammi Lauder: From a Psychology Major to Financial Advisor - How Understanding Client Mindsets Benefits Her Advisory Practice
22:30
22:30
Play later
Play later
Lists
Like
Liked
22:30
In the third episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office sits down with one of Rockefeller’s leading Private Advisors, Tammie Lauder. A Co-Leader of Landmark Group, her five-person team based in Stamford, CT, Tammie discusses how her background in psychology benefits her clients …
…
continue reading
1
Avery Sheffield: From Neuroscience to Financial Markets - The Journey of a Leading Portfolio Manager
29:56
29:56
Play later
Play later
Lists
Like
Liked
29:56
In the second episode of Genius Loves Company, Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group sits down with Avery Sheffield, Co-Founder and Chief Investment Officer of VantageRock at Rockefeller Asset Management. In an in-depth interview, they discuss Avery’s journey from a neuroscience major to portfolio manager, the quali…
…
continue reading
1
Solvable Problems: 3rd Quarter 2023 Recap
45:39
45:39
Play later
Play later
Lists
Like
Liked
45:39
In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Adam Compton, SVP Head of MWM Asset Management and Adam Abramson, SVP Head of MWM High Net Worth and Corporate Services to discuss their thoughts on 3Q23, the current geopolitical environment, the current fiscal policy environment, and their pote…
…
continue reading
In the inaugural episode of Genius Loves Company, Rockefeller Capital Management's CEO Gregory Fleming joins Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group, and Kristen Sario, Southeast Divisional Director at Rockefeller Global Family Office, as they reveal defining moments in their lives, how these events informed their car…
…
continue reading
Listen to a preview of our newest podcast series, Genius Loves Company, spotlighting the women that are part of Rockefeller Capital Management’s unique network. In candid conversations, our guests share how different life experiences, priorities, and values have led them to personal growth and the ability to deliver value for clients. Stay tuned fo…
…
continue reading
1
Demystifying Investment Banking: What to know about Mergers, Acquisitions, and Business Sales
40:07
40:07
Play later
Play later
Lists
Like
Liked
40:07
In this episode….Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Emiliano Roman, Strategic Advisory- Managing Director at Rockefeller Capital Management to discuss what strategic options business owners should consider when thinking about selling their business in the current market environment.…
…
continue reading
1
Conventional Wisdom - Bucking the Trend
1:02:05
1:02:05
Play later
Play later
Lists
Like
Liked
1:02:05
In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Adam Compton, SVP Head of MWM Asset Management and Adam Abramson, SVP Head of MWM High Net Worth and Corporate Services to discuss their thoughts on 2Q23 and the future market environment. Two books mentioned in this episode: How to Invest by Dav…
…
continue reading
In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with David O'Leary, Head of Insurance and Annuities at Rockefeller Capital Management to discuss Private Placement Life Insurance and Private Placement Variable Annuities and the different ways they can be leveraged.…
…
continue reading
1
Financial Planning for Millennials and Gen Z
27:29
27:29
Play later
Play later
Lists
Like
Liked
27:29
In this episode….Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Thomas Patton, Financial Advisor for MWM's High Net Worth Team to discuss the importance of financial priorities - spending, saving, and investments.By Michael Merlin
…
continue reading
In this episode Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with the MWM Asset Management team to discuss the current markets and the economy. Adam Compton, Head of Asset Management MWM, John Wagner, Associate Portfolio Manager, Grady O’Gara, Head of Trading, and David North, Investment Research, weigh in on MW…
…
continue reading
In this episode of Taking the Complex and Making It Simple, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management speaks with Head of Strategic Client Solutions at Rockefeller Capital Management, Michael Brakey, to discuss how borrowers and lenders are dealing with a rising rate environment. Please visit https://rcm.rockco.com/mer…
…
continue reading
In this first episode of 2023, Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management speaks with MWM Partner and Head of MWM High Net Worth and Corporate Services, Adam Abramson, CFP®, to discuss Social Security. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Ca…
…
continue reading
In this episode Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management sits down for an in-depth discussion with MWM Partner and Head of Service and Operations, April Gay, to talk all about Cybersecurity. Listen in as Michael and April talk about how clients can be working proactively to protect themselves from online threat…
…
continue reading
In episode six, Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management sits down with Rockefeller Capital Management President and CEO Gregory J. Fleming to talk about his storied career and a myriad of contemporary topics. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rock…
…
continue reading
In episode five, Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management speaks about a key moment in any entrepreneur's journey: selling a business. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Management.…
…
continue reading
In episode four, Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management talks about a topic at the core of MWM's business: Financial Planning 101. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Management.By Michael Merlin
…
continue reading
In this week's episode Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management talks about the famous quote "Shirtsleeves to Shirtsleeves in three generations" and the overall topic of effective wealth transfer throughout generations. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Manageme…
…
continue reading
Join us for the second installment of Taking the Complex and Making it Simple: The Merlin Wealth Management Educational Podcast. This week Michael Merlin, Founder of Merlin Wealth Management, has a conversation around estate planning and more with Abbey Flaum, J.D., LL.M., longtime friend and Partner in the Estate Planning Group at Cohen Pollock Me…
…
continue reading
Come with us for this exciting inaugural episode of Taking the Complex and Making it Simple: The Merlin Wealth Management Educational Podcast. This week Michael Merlin, Founder of Merlin Wealth Management, sits down to talk taxes, tax preparation, tax strategies and best practices with his longtime friend Amy Nadler, CPA of Levy Tax and Consulting …
…
continue reading
