Friday, Mar 21, 2025
Brad Smithy
head of wealth management, Elevation Point
Money Life at FutureProof Citywide
On LinkedIn: linkedin.com/company/elevation-point/
Links: elevationpoint.com
Friday, Mar 21, 2025
Joe Terranova
chief market strategist, Virtus Investment Partners
Money Life at FutureProof Citywide
On Twitter: @terranovajoe
On LinkedIn: linkedin.com/in/joseph-terranova-47837016b/
Links: virtus.com
Friday, Mar 21, 2025
Tony Rodriguez
head of fixed income strategy, Nuveen
The NAVigator at FutureProof Citywide
On Twitter: @NuveenInv
On LinkedIn: linkedin.com/company/nuveen/
Links: nuveen.com
Friday, Mar 21, 2025
Barry Martin
manager, Shelton Equity Income Fund (EQTIX)
The Big Interview
Links: sheltoncap.com; sheltonfunds.com
Thursday, Mar 20, 2025
Caleb Silver
editor-in-chief, Investopedia.com
Money Life at FutureProof Citywide
On Twitter: @calebsilver
On LinkedIn: linkedin.com/in/caleb-silver-9639585/
Links: investopedia.com/
Thursday, Mar 20, 2025
Tim Holland
chief investment officer, Orion
Money Life at FutureProof Citywide
On Twitter: @orionwealthtech
On LinkedIn: linkedin.com/in/timothy-holland-cfa-51a064111; linkedin.com/company/orionwealthtech
Links: orion.com
Thursday, Mar 20, 2025
Laura Lutton
global head of manager research, Morningstar
Money Life at FutureProof Citywide
On Twitter: @Morningstar
Links: morningstar.com
Thursday, Mar 20, 2025
Don Calcagni
chief investment officer, Mercer Advisors
Money Life at FutureProof Citywide
On LinkedIn: linkedin.com/in/donald-calcagni-8104b546/
Links: merceradvisors.com/
Wednesday, Mar 19, 2025
Dan Shaykevich
head of multi-sector strategy, co-head of emerging markets and sovereign debt, Vanguard
Money Life at FutureProof Citywide
On Twitter: @Vanguard
On LinkedIn: linkedin.com/in/daniel-shaykevich-36626b43/
Links: vanguard.com
Wednesday, Mar 19, 2025
Emily Roland
co-chief investment strategist, John Hancock Investment Management
Money Life at FutureProof Citywide
On Twitter: @emilyrroland; @JH_investments
Links: jhinvestments.com