Feb 4, 2025
MileMarker’s Jud Mackrill
Host Brad Wright is joined by Jud Mackrill, CMO and co-founder of
MileMarker, a data
aggregation firm.
As co-founder of Milemarker, Jud is driving change in financial
advice and alternative
investments. By blending thoughtful design with seamless software,
Jud helps companies unlock
their...
Jan 28, 2025
Join special guest Kurt Czarnowski (Czarnowski Consulting) for a deep dive on the impact of the Social Security Fairness Act. Some 2,000,000 current Social Security recipients are impacted by this legislation, not to mention those who previously thought they were ineligible under Government Pension Offset (GPO). This...
Jan 21, 2025
Hosts Brad Wright and Mike Connaughton are joined by James
Costabile and Ryan Van Geons
of iCapital.
James Costabile is Managing Director and Head of US Alternative
Investment Distribution and
Ryan Van Geons is a Senior Vice President, who covers our New
England area for iCapital. Their
team delivers alternative...
Jan 14, 2025
Hosts Michael Connaughton and Chris Boyd are joined by Steve
Tenney,
Founder of Grandview and Company.
Steve Tenney is the Founder of Grandview & Company. After 26
years as
a Senior Portfolio Manager and Senior Vice President at UBS, Steve
and
his team launched Great Diamond Partners, a $700M...
Dec 24, 2024
FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer
Hosts Brad Wright and Kathleen Kenealy are joined by Sam Gough and
Abe Ringer.
Sam is the 2025 incoming FPA-NE Chapter President and Abe will be
President-Elect (2026
President).
When not volunteering to run our chapter, Sam is a Senior Client
Advisor with...