Nerd's Eye View

APRIL 15, 2025

dollars) in assets under management for 2,400 client households. Cameron is the CEO of PWL Capital, a wealth management firm based in Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5B

Financial Advisor 130

Financial Advisor Financial Advice Planning Clients 130

Nerd's Eye View

JANUARY 10, 2023

Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Steve Sanduski

OCTOBER 1, 2024

Joe founded the firm in 2007 and it has grown to over $7 billion in assets under management and more than 6,000 clients. We’ll do a short-form class in a form of a workshop, we do a ton of webinars, and then we build a lot of content in regards to white papers, blogs, and so on. So that’s our educational vertical.

Financial Advisor 59

Financial Advisor Marketing Marketing Clients 59

The Big Picture

FEBRUARY 4, 2025

White paper was about private credit, white paper was about private equity. White paper was about asset backed finance. White paper was about all kinds of aspects of what our private markets today. It hurts those who have debt and it helps those who have assets.

Economy 258

Economy Banking Economics Taxes 258