Why Michael Gold Says Fragmentation Threatens Family Wealth
Ask most wealth management firms how they’re improving transparency, and they’ll point to new disclosure documents and updated compliance policies. Michael Gold, founder of Gold Family Wealth in Westport, Connecticut, says that answer misses the actual problem facing families today. Gold argues that fragmentation, not a lack of paperwork, is what erodes trust in financial…
Read MoreMichael Polk on the Skills Every CEO Needs
Some qualities matter no matter what kind of company a CEO leads, according to veteran executive Michael Polk Newell Brands. After more than 40 years guiding organizations of every size, from global conglomerates to a small private firm, Polk has settled on a short list of traits he considers essential. Three Qualities That Matter Most…
Read MoreHow Kelcy Warren Turned a Gas Bust Into Opportunity
When the Barnett Shale boom north of Fort Worth lost momentum after the 2008 financial crisis, Kelcy Warren had reason to worry. Natural gas prices fell from roughly 8 dollars to 2 dollars per million cubic feet, and Energy Transfer depended heavily on that fuel as the country’s largest transporter of it. Reinvention stopped being…
Read MoreColcom Foundation Traces Its Roots to One Woman’s Vision
A Pittsburgh based philanthropic organization continues to draw its purpose from the convictions of a single woman who began questioning the relationship between people and nature decades before the topic entered mainstream conversation. The Colcom Foundation was established in 1996 by Cordelia S. May, who had spent much of her adult life concerned with how…
Read MoreGreg Soros Draws a Line Between AI and Editorial Work
Podcaster Greg Soros has a clear rule for where automation belongs at Podcraft Media Lab: handle the tasks that eat up time, stay out of the decisions that shape a story. That line runs through transcription, audio cleanup, and metadata organization, all of which Soros hands to software so his team can focus elsewhere. Machine…
Read MoreJustin Nelson Calls for New Hiring Playbook at JP Morgan
The traditional finance industry interview, built around rapport and small talk, may be quietly filtering out some of the strongest analytical minds in the labor market. That is the view of Justin Nelson, Managing Director and Head of the Asset Management and Financial Principals Coverage Team at J.P. Morgan Private Bank in Connecticut, who leads…
Read MoreJP Morgan’s Justin Nelson Calls for New Hiring Mindset
Justin Nelson wants financial services firms to fundamentally change how they think about hiring neurodiverse candidates. As Managing Director and Head of the Asset Management and Financial Principals Coverage Team at J.P. Morgan Private Bank in Connecticut, Nelson oversees a team managing more than fifteen billion dollars in client assets and has become a vocal…
Read MoreThe Park That Carries Kelcy Warren’s Family Name
Not every legacy Kelcy Warren has built runs through a pipeline. In Dallas, a six-acre green space connecting Uptown and downtown carries his son’s name, the result of a 10 million dollar gift that funded one of the city’s most recognized civil engineering projects. Klyde Warren Park opened in 2012, named for Warren’s son, who…
Read MoreDr. Andrew Jacono on Training Surgeons in the Deep-Plane Method
A surgical technique only spreads as far as the surgeons willing to learn it properly. Dr. Andrew Jacono has spent recent years addressing that limitation directly, training other surgeons in the extended deep-plane facelift through master classes and lectures at international conferences around the world. Passing Down a Precise Method The technique requires working beneath…
Read MoreJustin Nelson Challenges Finance Hiring Norms at JP Morgan Private Bank
For most of its modern history, Wall Street has recruited heavily from a narrow pool of economics, finance, and business graduates. Justin Nelson, a Managing Director at JP Morgan Private Bank, has spent his career quietly pushing back against that convention. Leading the Asset Management and Financial Principals Coverage Team in Connecticut, Nelson manages more…
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