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Derek J. Bruton
Can You Hold My Attention? The Derek Bruton PodcastEpisodes
Derek J. Bruton
Can You Hold My Attention? The Derek Bruton Podcast
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Episodes of Can You Hold My Attention? The Derek Bruton Podcast
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NFL Hall of Famer and former San Francisco 49’er quarterback Steve Young has teamed up with some amazing professionals in his historic career: Montana, Rice, Craig, Sanders, and….Mahue? Yes, that’s right, Kay Lynn Mahue, president of Merit Fina
Not many registered investment advisory firms in the U.S. can boast of these stats —755 advisors and $30 billion in assets under management — and have a big plaque on their Wall of Fame that bears the recognition of being one of Barron’s top RI
I met Tricia Rothschild for the first time at an industry conference late last year. It's odd that it was our first meeting as we've both been in the industry for 30 years and we have in common many acquaintances.Tricia Rothschild was one of th
Tim Bello, Co-founder and Managing Partner of Merchant Investment Management, doesn't care much for boxes. Merchant has consistently been inserted into the private equity box. He’ll be the first (and second and third) to tell you that Merchant
John Tyers, the new head of Wells Fargo’s independent advisor business, has a big job. Many in the industry would say it's a tough job. Some might even say he’s got an impossible job. It doesn’t matter what people say — Wells has made a big bet
Abby Salameh is smack dab in her element, once again. You see, Abby makes complex "simple," the unheard of "familiar," and the historically un-friendly your "best friend." Just a few months into her role as the Chief Marketing Officer at CAIS G
Boom! Problem solved. Aaron Klein, CEO and Co-founder of Riskalyze, has taken on the challenge of investment management complexity for financial advisors and injected simplicity into the process for them and their clients. Now serving hundreds
It’s always fun to have an acccomplished advisor on the show. It’s more fun and interesting to have an advisor who has defied the odds to reach success. But it’s most enjoyable to have that advisor on my show just as she was named one of the to
HHe’s the King of the Analogy, the Master of the Metaphor, and one of the most respected (and humorous) professionals in financial services. Philip Palaveev is the CEO of the The Ensemble Practice, a consulting firm he founded and leads in Seat
Episode #15 - David Sher, Co-CEO Greenbacker Capital
Global climate change is one of the hottest topics today. Greenbacker Capital, and its Co-CEO, David Sher, are changing the carbon footprint of America AND educating investors on how doing good for the environment can be a good investment strat
Lori Hardwick is our industry's "Swiss Army Knife." She's successfully served in both strategic and operating roles. She can move effortlessly between conversations on asset management, fintech, and the state of custodians and broker/dealers in
As Co-CEO of Dimensional Fund Advisors, Dave Butler leads one of the largest mutual fund companies in the world. He and his colleagues have been wildly successful taking DFA from $9 billion in assets in 1995 to over $650billion today. Dave's ca
Hall of Famer Tara VanDerveer is the all-time winningest coach in NCAA women’s basketball history. She and her Stanford University team just capped off a magical year by winning the 2021 NCAA championship and overcoming numerous challenges in a
I'm not a fan of loosely using the term "pioneer". Calling Tim Kochis a pioneer in the wealth management industry, however, is pretty darn accurate. He co-founded Kochis, Fitz, Tracy, Fitzhugh & Gott in 1991, and built a multi-billion dollar
Rachel Robasciotti, the CEO of Adasina Social Capital, is truly changing the way investing can lead to material changes in the most problematic issues in our society. There’s not a day that goes by that I don’t read about ESG - Environmental,
Rachel Robasciotti, the CEO of Adasina Social Capital, is truly changing the way investing can lead to material changes in the most problematic issues in our society. There’s not a day that goes by that I don’t read about ESG - Environmental,
It’s not every day you get to interview a Nobel Laureate. I am honored that Dr. William F. Sharpe sat down to talk with me about the Sharpe Ratio, retirement planning, and why his focus has evolved from accumulation of wealth for retirement and
Basketball is one of my passions, so recording this episode was a blast! Chris Dudley & Detlef Schrempf played a combined 32 years in the NBA, and have chosen financial services as their second career. The lessons they share from their experien
Samantha Russell has been named to Investment News’s “40 Under 40” and to wealthmanagement.com’s “10 to Watch” list for her work in creating dynamic websites and digital marketing strategies for Advisors. Our conversation about why digital mark
I’ve known and respected Jeff Kleintop, Chief Global Investment Strategist at Charles Schwab & Co, Inc, for a long time. This conversation about what he’s watching in the worldwide financial markets feels extraordinarily relevant in these early
Orion Advisor Services CEO, Eric Clarke, and I covered a lot of ground in this conversation. As one of the most innovative leaders in both FinTech and financial services, Eric has tremendous insight into how technology drove our industry in 202
I am proud to share this inspiring conversation with my friend and NFL Hall of Fame quarterback, Fran Tarkenton. His perspective on leadership and the importance of taking your ego out of the equation to become a great leader is something I thi
I really enjoyed this conversation with Elizabeth Nesvold, Managing Director and Head of Asset & Wealth Management Investment Banking at Raymond James, about the raging party that is consolidation / Mergers & Acquisitions (M&A) across our indus
Marc Butler is the President & COO of the blazing hot fintech company called Skience. Like many in our industry, Marc's illustrious career traveled through the RIA custodian vertical. It's with this perspective that he shares why the wealth man
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