Aug 29, 2024

Today, I am delighted to speak with Kent Lawson, FOX’s own CTO and the leader of the FOX Technology Partners Program. Kent brings 25 years of experience as a professional in the wealth management industry, with a deep focus in technology for the family office. Prior to joining FOX, Kent spent a decade as an executive...

Aug 22, 2024

Today, I have the pleasure of speaking with Richard Wolkowitz, Founder of Xylogenesis Family Office Advisory. Rich serves as a family advisor with 25+ years of first-hand, inner-working experience of multiple family offices. His background is in law, business, management, operations, financial services,...

Aug 15, 2024

Today, I have the pleasure of speaking with Lou Sokolovskiy, CEO and Founder of Opus Connect, a leading networking and deal-making community for private equity and M&A professionals. Lou is a serial entrepreneur with extensive private equity transaction experience. He founded multiple entrepreneurial ventures in...

Aug 8, 2024

Today, it is my pleasure to speak with Kathy Parker & Seth Webber of BerryDunn, a leading national professional services firm providing assurance, tax, and consulting services to businesses, nonprofits, and government agencies throughout the US. Kathy is a Principal and the Practice Group Leader of the...

Aug 1, 2024

Today, I am truly pleased to welcome Dave Donnelly, Managing Director, at SpiderRock Advisors, which was recently acquired by BlackRock and is now part of the firm’s US Wealth Advisory business. Dave is responsible for the client-facing business at SpiderRock and, prior to the acquisition, led SpiderRock’s...