Finance, Investing & Wealth
Spotlights on financial advisors, bankers, accountants, investors, and fund managers helping families and companies build, protect, and grow wealth.
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FinanceWilliam Stapleton
William Stapleton founded two payment processing companies after working in private banking at Morgan Stanley and JPMorgan Chase. His first company, PayFacto, was sold…
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FinanceFlora Dong
Flora Dong founded Ardenwood Advisors in 2025 after over twenty-five years advising ultra-high-net-worth families at Morgan Stanley, Merrill Lynch, and UBS. Her practice focuses…
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Finance
Jimmie Darrell Summers
Jim Summers has spent 40 years in financial services, starting at Merrill Lynch and building a Tulsa-based practice on consistency, communication, and long-term client…
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FinanceKyle James Asman
Kyle James Asman is the founder of Backswing Ventures, a venture capital firm focused on early-stage defense technology companies. He discusses time-efficient returns, resilience…
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Finance
Engaged Capital
Engaged Capital LLC is a Newport Beach, California investment firm founded in 2012. It works with small and mid-cap public company boards to create…
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FinanceJoshua Chefec
Joshua Chefec is a commercial banking leader at KeyBank with nearly two decades of experience serving middle-market companies in New York City. He specializes…
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FinanceSergio P. Mendes
Sergio P. Mendes serves as Vice President of Commercial Finance and Revenue Management at Palm Bay, where he translates complex financial data into actionable…
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FinanceRobert Kravitz
Robert Kravitz has closed more than 3,200 loans since the late 1990s and now manages $2.7 billion in aligned capital. He explains why distressed…
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FinanceRichard Donoff
Richard Donoff, Managing Partner at Sunshine Financial Partners in Parkland, FL, has spent over 26 years helping retirees create guaranteed income and protect against…
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FinanceKris Marrion
Kris Marrion is the Vice President and Branch Manager at Erie Insurance in Maryland. He has over 20 years in the insurance industry and…
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FinanceJack McCarroll
Jack McCarroll is a Normal, Illinois finance professional with a BS in Finance from Illinois State University and FINRA Series 7 and Series 63…
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FinanceKenneth W. Rudzinski
Kenneth W. Rudzinski is a retired financial advisor and author based in Fort Myers, FL. He founded The America Group in 1988 and authored…