• How Analytics Move the Business World with Alex Sonkin

    Listen to Podcast of the Show Alex Sonkin, CEO of Fact Pattern Analytics was the guest. This company provides independent analysis to the advisors of wealthy families and businesses. By combining the best in the fields of actuary, third-party administrators, plan design specialists, solution providers, medical underwriters, asset valuation specialists, experts in ERISA, asset protection, and ...
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  • UBS Advisor Drew Freides Is Named as a “Top 1,000 Financial Advisor” by Barron’s

    I am pleased to share with you that Drew Freides of UBS Wealth Management Americas has been named by Barron’s magazine as a “Top 1,000 Financial Advisor” in the United States. This is one of our industry’s highest honors and underscores Drew and his team’s commitment to solving the growing needs of their clients. Barron’s annual ...
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  • The Dyanamics of the Economy with Kurt Reiman

    Listen to Podcast of the Show Kurt Reiman of UBS was the guest. Reiman currently holds the head position of the thematic research group within UBS Wealth Management Research in the Americas. As the senior editor of one of the flagship publications, UBS research focus, he has had the distinction of publishing many pieces on varying ...
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  • Cresting the Peaks of Mt Everest and more with Paul and Denise Fejtek

    Listen to Podcast of the Show The guests were Paul and Denise Fejtek, who shared their exciting story with you about their Seven Summits Quest, and what it takes to train, prepare, and select the right team to help you get to the top. In addition, they highlighted some of the exciting stories and lessons found ...
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