PODCAST · business
The Hunter
by Steven Clark & Derek Bruton of Gladstone Group
The Hunter is dedicated to highlighting leadership insights from top-tier executives within the financial services industry. Our show is designed for wealth and asset management executives. With over 40 years of experience, we understand the unique demands of the wealth and asset management industry, and we're here to share the stories of the leaders who have weathered the storms and emerged as trailblazers in their field.
Episodes
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Talent Over Technology: Sara Baker on What Acquirers Value Most
About Gladstone — https://gstoneinc.com/ About Allworth Financial – https://allworthfinancial.com/ Steven Clark sits down with Sara Baker, Executive Vice President of Mergers and Acquisitions at Allworth Financial, for an unfiltered conversation. Allworth just crossed $40 billion in AUM across 43...
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All In on AI – The Future of FinTech with Natalie Wolfsen
About Gladstone — https://gstoneinc.com/ About Orion – https://orion.com/ Steven Clark sits down with Natalie Wolfsen, CEO of Orion, for an unfiltered conversation. Orion's AI-native wealthtech platform powers financial advisors, servicing $6.6 trillion in assets under administration. Wolfsen...
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$15B in 40 Months: The Modern Wealth Blueprint with Jason Gordo
About Gladstone — https://gstoneinc.com/ About Modern Wealth Management – https://www.modwm.com/ Steven Clark sits down with Jason Gordo, President and Co-Founder of Modern Wealth Management, for an unfiltered conversation. Modern is one of the fastest-growing aggregators in the industry, now…
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Beyond the AI Hype Cycle: Glenn Coward on Where AI Delivers for Financial Services
About Gladstone - https://gstoneinc.com/ Episode Summary Steven Clark kicks off the Hunter Podcast's summer series with Glenn Coward, founder and CEO of Capability Source, a work management solutions provider whose client list includes Charles Schwab, USAA, Prudential, and Disney. Coward built…
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Ep 10 - Strategic Growth: Kara Murphy's Blueprint for Building Investment Platforms and Transforming Advisor Efficiency
Kara Murphy, President and Chief Investment Officer of Kestra Investment Management, shares her remarkable journey of building a $4.3 billion investment platform from the ground up in just three and a half years. Drawing on her unique background in international relations, Kara brings a strategic...
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Ep 09 - Transforming Financial Services Education: George Nichols on Building Tomorrow's Advisors
In this compelling conversation, George Nichols, President and CEO of the American College of Financial Services, shares his transition from a distinguished 17-year executive career at New York Life to leading one of America's oldest yet "stealthiest" academic institutions dedicated to financial...
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Ep 08 - From Dinosaurs to Digital: Blockchain and digital assets discussion with Ric Edelman
In this engaging session, financial industry pioneer Ric Edelman shares his journey from founding one of America's largest wealth advisory firms to becoming a leading advocate for blockchain technology and digital assets. Beginning with his Philadelphia roots and recent work with the Edelman…
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Ep 07 - Building Dakota: From 14 Jobs to Purpose-Driven Leadership with Gui Costin
Summary In this episode, Steven Clark interviews Gui Costin, Founder and CEO of Dakota, who shares his non-linear path to entrepreneurship and the principles that transformed his leadership approach. After cycling through 14 different jobs in 17 years, Gui founded Dakota to create a place where...
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Ep 06 - From Sales Floor to Financial Innovation: Mark Carver's Journey in Asset Management
Summary In this episode, Mark Carver, Managing Director and Global Head of Equity Factors at MSCI, shares how embracing discomfort and taking calculated risks shaped his path from an aspiring lawyer to a financial services leader. From his early days at Fidelity to pioneering factor ETFs at...
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Ep 05 - Product Development Master Class with VanEck's Ed Lopez
Summary Ed Lopez shares his path as head of product management at VanEck, where he guides a team that has helped transform the firm from its mutual fund roots to an ETF powerhouse. Through candid discussions about product launches, team building, and business growth, Ed reveals how patience and...
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Ep 04 - From Wall Street to Vietnam: A Global Journey with Eric Levinson
In this conversation, Steven Clark connects with Eric Levinson, head of business development at VinaCapital, who shares his journey from the United States to Vietnam. Eric discusses his career transitions, the impact of travel on his professional life, and the unique challenges and opportunities…
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Ep 03 - The Intersection of Consulting, Data, and Distribution with Lee Kowarski
Summary In this conversation, Steven Clark interviews Lee Kowarski, head of distribution solutions at SS&C Technologies. They discuss Lee's background, his journey in the financial services industry, and the challenges and opportunities in the industry. They also touch on topics such as the...
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Ep 02 - Embracing Change and Prioritizing Well-Being with Stewart Foley
Stewart Foley, founder of Insurance AUM, discusses his career in insurance asset management and the growth of his platform. He shares the importance of self-reflection and his experiences of taking time off to go on motorcycle rides for well-being. Foley also highlights the opportunities in the...
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Ep 01 - Calculated Risks and New Ideas: Leadership Lessons from Bill Cashel
Bill Cashel, co-founder and head of business development for Privacore Capital, shares his career journey and insights into the financial services industry. He discusses his background, early years, and how he discovered his interest in finance. Bill also talks about his transition from wealth...
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The Hunter - Episode 00 - Intro
INTRODUCING The Hunter podcast which is dedicated to highlighting leadership insights from top-tier executives within the financial services industry. Our show is designed for wealth and asset management executives, and we pride ourselves on being at the forefront of talent recruitment since…
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ABOUT THIS SHOW
The Hunter is dedicated to highlighting leadership insights from top-tier executives within the financial services industry. Our show is designed for wealth and asset management executives. With over 40 years of experience, we understand the unique demands of the wealth and asset management industry, and we're here to share the stories of the leaders who have weathered the storms and emerged as trailblazers in their field.
HOSTED BY
Steven Clark & Derek Bruton of Gladstone Group
CATEGORIES
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Frequently Asked Questions
How many episodes does The Hunter have?
The Hunter currently has 15 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Hunter about?
The Hunter is dedicated to highlighting leadership insights from top-tier executives within the financial services industry. Our show is designed for wealth and asset management executives. With over 40 years of experience, we understand the unique demands of the wealth and asset management...
How often does The Hunter release new episodes?
The Hunter has 15 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Hunter?
You can listen to The Hunter on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Hunter?
The Hunter is created and hosted by Steven Clark & Derek Bruton of Gladstone Group.
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