When Success Isn’t Enough: Merrill Breakaways Make the Case for Independence

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Todd Stankiewicz and Joe Castiglie share why leaving Merrill to launch SYKON Capital allowed them to redefine success, expand their toolkit, and combine institutional investing with behavioral insight in service of their clients.

Episode metadata supplied by the publisher feed · Published Mar 19, 2026

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When Success Isn’t Enough: Merrill Breakaways Make the Case for Independence

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