Hosted by Unknown Host · 🇺🇸 US · EN · 213 episodes
Established thought leaders with verified media credentials.
A show brought to you by students from the Michigan State University Wealth Management Association. Our podcasters, Brandon Klump, Jeff Nugent, Hannah Bennett, Steven Bowe interview financial advisors, wealth managers, and other financial professionals to discover what a career in the wealth management profession can look like.SJ Podcast: MSUWMA's Spartan Journal News Team talks about the top business and market weekly news. Website: msuwma.comEmail: msuwma@gmail.comYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQSpartan Journal: msuwma.com/spartanjournal
Unknown Host hosts MSUWMA Podcast, a business show with 213 episodes published.
Welcome back to the MSU Wealth Management Association podcast! Today we are joined by our 2025-26 Wealth Management Association Executive Board Seniors. Listen in as they share about their experiences throughout college
Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Steve Lane. Steve is a Private Wealth Advisor for Carrera Capital Advisors as well as a Michigan State University Alumni. Listen in as
Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Mark Meyers and Ryan Sullivan. Mark is a Principal for Rehmann and Ryan is a Managing Director for Rehmann as well as a Michigan State
Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Ken Osiwala. Ken is a Managing Director at Modern Wealth Management. Listen in as he shares about how he got into the industry, fiduci
Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Mark Meyers and Ryan Sullivan. Mark is a Principal for Rehmann and Ryan is a Managing Director for Rehmann as well as a Michigan State
Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Larry Glanz. Larry is a Private Wealth Advisor and Managing Director of Glanz Wealth Advisors. Listen in as he shares how he is able t
Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Jessica Sullivan. Jessica is President at Legado Family Office Management, Board Member at Traverse Connect, Member of Grand Traverse
Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Pete Wargo. Pete is a Senior Advisor at Modern Wealth Management. Listen in as he shares how he is using AI, supporting his clients be
Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Renee Hof-Lacey. Renee is a Private Wealth Advisor, Senior Vice President, and Investment Consultant at Raymond James. Listen in as sh
Welcome back to the MSU Wealth Management Association podcast! Today we are joined by John Mason. John is a recent graduate from University of Michigan and is a Consultant at Oliver Wyman. Listen in as he shares about hi
Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Thomas Walsh. Thomas is the Owner of Walsh Asset Management, is the Founder of The Ultimate Sports List at TUSL.com, and an Michigan S
Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Christy Rutherford and Jacqueline Campbell. Jacqueline is a Chief Legacy Officer at Alexander Legacy as well as a Founder for JaQperie
Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Justin Castelli. Justin is a Co-Founder at The AGC, is on the Advisor Council for Wealth.com, Founder for PRST, and an Advisor, guide,
Welcome back to the MSU wealth Management Association podcast! Today we are joined by Matt Doran. Matt is a Partner at &Partners as well as a Michigan State Alumni. Listen in as he shares about his financial journey and
Welcome back to the MSU wealth Management Association podcast! Today we are joined by Kade Messner. Kade is a Lead Advisor at Modern Wealth Mangement. Listen in as he shares about what he has learned throughout his time
Welcome back to the MSU wealth Management Association podcast! Today we are joined by Broc Edwards. Broc is a proud Michigan State Golf Alumni as well as the President of SC Services, Managing Partner at EQV, Founding Pa
Welcome back to the MSU wealth Management Association podcast! Today we are joined by Monish Verma. Monish is the Founding Partner and CEO at Vardhan Wealth Management. Listen in as he shares about what he has learned th
Welcome back to the MSU wealth Management Association podcast! Today we are joined by Kenneth Duetsch II. Listen in as Ken shares key information about estate planning and other key information used in financial planning
Welcome back to the MSU wealth Management Association podcast! Today we are joined by John Evangelista. Listen in as John shares about his path into Financial Planning and into his current role as a Certified Financial P
Welcome back to the MSU wealth Management Association podcast! Today we are joined by Mike Benson. Listen in as Mike shares about his role as the Managing Director at Stout and gives insight into the work done within Inv
Ryan Sullivan
Managing Director and Co-Founder · Higher Level Hearing
2 appearances on this show
Dr. Michael Robinson
Hotel & Hospitality Operations Leader · North Carolina for Community Injustice
2 appearances on this show
Jamie Hopkins
retirement speaker and author · FinServ Foundation
2 appearances on this show
Melissa Joy
Senior VP of Operations · Pearl Planning
2 appearances on this show
Kevin Ward
Director of Youth, Young Adults, and Missions · Trinity River Authority
1 appearance on this show
Nick Young
NBA champion and 12-year player · Velox Training Group
1 appearance on this show
Ric Edelman
Founder · Edelman Financial Services
1 appearance on this show
Nathan Cook
1 appearance on this show
Samantha Russell
parent using Healios services · Twenty Over Ten
1 appearance on this show
Brian Portnoy
author of The Geometry of Wealth · Shaping Wealth
1 appearance on this show
Khe Hy
contributing editor · BlackRock
2 appearances on this show
Douglas Boneparth
Bone Fide Wealth
2 appearances on this show
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MSUWMA Podcast is hosted by Unknown Host. The show is categorised under business and has published 213 episodes.
MSUWMA Podcast has published 213 episodes.
MSUWMA Podcast regularly covers business. It sits in the business category.
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