Leadership

#FASuccess Ep 418: Developing The “Middle” Management Layer To Scale Up Team Leadership Capacity For $3B Of AUM, With Stacey McKinnon – Go Health Pro

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#FASuccess Ep 418: Developing The “Middle” Management Layer To Scale Up Team Leadership Capacity For B Of AUM, With Stacey McKinnon – Go Health Pro

Welcome everyone! Welcome to the 418th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Stacey McKinnon. Stacey is the chief operating officer of Morton Wealth, an RIA based in Calabasas, California, that oversees approximately $3 billion in assets under management for 1,300 client households. What’s unique about Stacey, though, is … Read more

How India is set to redefine AI maturity and data leadership in 2025 – Go Health Pro

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How India is set to redefine AI maturity and data leadership in 2025 – Go Health Pro

It’s easy to forget that the new AI revolution heralded by ChatGPT and OpenAI kickstarted just two years ago and has been quickly embraced by both businesses and consumers. But unknown to many is India’s meteoric rise to become a global leader in AI adoption and it is one to watch: what happens in the … Read more

Antares Announces Leadership Team for New Commercial Division – Go Health Pro

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Antares Announces Leadership Team for New Commercial Division – Go Health Pro

Antares Global Management Ltd. announced three key appointments for its new Commercial Division, which comprises Syndicate 1274 and Bermuda-based Antares Re. Antares announced in November that it was restructuring its underwriting operations by spitting its Bermuda and UK re/insurance businesses into Commercial and Retail divisions. The Commercial unit is led by Mark Graham, CEO of … Read more

Turning the Tide on the Chesapeake Bay: Giving Thanks for Pennsylvania’s Progress and a New Opportunity for Leadership – Go Health Pro

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Turning the Tide on the Chesapeake Bay: Giving Thanks for Pennsylvania’s Progress and a New Opportunity for Leadership – Go Health Pro

By Marel King, PA Director, Chesapeake Bay Commission;Julia Krall, PA Executive Director, Chesapeake Bay Foundation;Kristin Reilly, Choose Clean Water Coalition; and Chris Hoffman, Pennsylvania Farm Bureau Guest Essay posted on PA Environmental Digest Blog, November 25, 2024 An unprecedented period of cooperation between two gubernatorial administrations, legislative leaders, farmers, local governments and countless volunteers is … Read more

BGL proudly ushers in a new era of leadership as Managing Partner Sharon Krevor-Weisbaum retires and Partner Jessie Weber is appointed as firm’s next managing partner. – Go Health Pro

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BGL proudly ushers in a new era of leadership as Managing Partner Sharon Krevor-Weisbaum retires and Partner Jessie Weber is appointed as firm’s next managing partner. – Go Health Pro

Brown, Goldstein & Levy has announced that Managing Partner Sharon Krevor-Weisbaum will retire at the end of 2024 and BGL Partner Jessie Weber will become the firm’s next managing partner. “I love what I do and what my colleagues and I have accomplished on behalf of our clients,” Sharon said. “I am very proud of … Read more

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