• Guiding Businesses into the Digital Future: centrexIT

    eric-rockwellPhoto of Regents Bank President Sean PuckettThe show welcomed back sponsor Sean Puckett of Regents Bank. Mr. Puckett introduced us to Regents Bank client, Eric Rockwell, President and CIO of centrexIT. Since the company’s founding in 2002, centrexIT has become a leader in San Diego technology management and IT consulting. In 2010, the San Diego Business Journal named centrexIT as one of the top-100 fastest growing companies in San Diego. They have created the brands buildIT, manageIT, cloudIT, and growIT which are best-in-class technology solutions that are stable, scalable and secure.

    Mr. Rockwell is a graduate of the University of California San Diego where he received his undergraduate degree in Computer Science. He has extensive experience in transitioning medical practices to electronic health records with zero percent data loss.

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  • Tax Attorney, Rich Gaines Rejoins the Show

    Listen to Podcast of the Show Tax Attorney Rich Gaines joined the show on November 11th to discuss taxes and family issues related to wealth. Beyond offering his advice as a lawyer, Mr. Gaines guides experiential workshops in San Diego, which focus on topics such as business prosperity and the mastery of self and financial ...
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  • First Hand Account of Super-Storm Sandy with Bond Expert Tom McLoughlin

    Listen to Podcast of the Show The show welcomed back Tom Mcloughlin, Head of Municipal Bond Research at UBS. Tom heads up research and strategy efforts related to the municipal bond market. Tom is based out of Manhattan, and he had been dealing first-hand with the effects of super-storm Sandy. The city, like much of the ...
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  • UBS Chief Investment Strategist Mike Ryan Joined the Show

    Listen to Podcast of the Show Mike Ryan is Chief Investment Strategist for Wealth Management Americas, Head of Wealth Management Research Americas and Chairman of the WMA Investment Committee. He is responsible for bringing together market and investment insights from multiple sources and positioning them so as to optimize their impact for UBS clients. In addition, ...
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  • American Law: Instrument of Social Progress or Weapon of Repression?

    Nationally-noted class action securities attorney and now retired, Bill Lerach was the first guest on our radio program on Oct 30 2011. He delivered this lecture at the University of San Diego School of Law’s Warren Hall on Oct 19, 2012. Dean Stephen Ferruolo provided the introduction. Over the course of his legal career of 30 ...
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