Victoria Gray, deputy chairman of Bonhams North America, has spent decades curating and managing some of the most iconic celebrity estate auctions. From U.S. Sen. Dianne Feinstein's six homes to Supreme Court Justice Ruth Bader Ginsburg’s salt and pepper shakers, she reveals how intimate artifacts transform into coveted treasures worth thousands.

With a blend of art, emotion, and strategy, Victoria shares how storytelling and authenticity drive the value of these items, offering a rare glimpse into the private lives of public figures and the meticulous process of estate auctions.

Join WealthManagement.com Senior Editor David Lenok and Victoria for a fascinating discussion on the intersection of celebrity, legacy and financial planning.

Victoria shares insights into:

- The importance of in-situ photography for authenticity and buyer confidence
- How generational and first-time bidders are reshaping the auction landscape
- Strategies for appraising estate items for tax filings and sale timing
- Lessons advisors can learn from celebrity estate planning challenges

Resources:

Listen to Celebrity Estates on WealthManagement.com: https://bit.ly/3GAVENN 
Subscribe and listen to Celebrity Estates on Apple Podcasts: https://bit.ly/4m263CC 
Subscribe and listen to Celebrity Estates on Spotify: https://bit.ly/42V80b7 
Trust and Estates Magazine: https://bit.ly/3XXqoPn 

Connect With David Lenok:

david.lenok@informa.com 
https://www.wealthmanagement.com/ 
LinkedIn: David Lenok: https://bit.ly/DavidLenokLI 
LinkedIn: Informa: https://bit.ly/InformaLI 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI 

Connect With Victoria Gray:
 
Website: https://www.bonhams.com/ 
LinkedIn: Company: https://www.linkedin.com/company/bonhams 
LinkedIn: Victoria Gray: https://www.linkedin.com/in/victoria-gray-3612a05 
Email: Victoria.Gray@bonhams.com 

About Our Guest:

Victoria R. Gray is a Bonhams Vice President and Director of the Valuations, Trusts & Estates Department as well as Head of Office for Bonhams San Francisco. Since joining Bonhams San Francisco in 2003, she has taken on the responsibilities of managing and developing relationships and mutual business opportunities with trust & estate attorneys, trust officers, wealth managers, certified public accountants, and other fiduciary and professional advisors throughout the United States. Victoria assists clients in a variety of areas utilising Bonhams' services, including appraisals, auctions, and private treaty sales.

In 2007 and 2008, Victoria worked frequently in the Bonhams Hong Kong office, helping drive forward the company’s expansion in the Asian market, including holding the first wine auction in Hong Kong in 2007. In 2008, Victoria was relocated to the Bonhams New York office, where she was tasked with building and expanding the Trusts & Estates Department for the US East Coast. After 5 years as Director and Head of Trusts & Estates in the New York Office, Victoria relocated back to the San Francisco office in 2012, where she has been running the Trusts & Estates group in San Francisco ever since.

In addition to being Vice President of Trusts & Estates, Victoria is Head of Office for San Francisco and manages business development opportunities.

In addition to her Trusts & Estates responsibilities, Victoria has also served as one of Bonham's lead auctioneers since 2014, selling auctions ranging from wine, guns, jewellery, Asian works of Art, and Fine Art.

In addition to Bonhams auctions, Victoria also serves as a charity auctioneer.

Victoria holds a BA in Art History from Bucknell University, and prior to joining Bonhams in San Francisco, Victoria worked at Sotheby's auction house in New York. Victoria gives frequent lectures and presentations on the art market and appraisals and has recently presented to the Peninsula Estate Planning Council, ACTEC California Fellows annual meeting, and ArtTable Seattle.

Celebrity Estates: The Art of Celebrity Auctions with Victoria Gray

In the latest Focus on the Future podcast episode, industry veteran Suzanne Siracuse chats with Tom Orecchio, CEO of Modera Wealth Management, about the evolving dynamics and secrets to building a successful financial advisory firm. Tom brings in his wealth of experience, sharing stories from his inspiring journey into financial planning and revealing why he continues to foster long-term client relationships. They discuss the vital role that technology is playing in the advisor/client relationship, strategies for organic growth, and the magic behind nurturing client relationships beyond investments.

Key points:

- The significance of personal connection in client relationships and the integration of digital advisory tools 
- Modera’s tactical approach to client acquisition, incorporating traditional referrals, digital marketing, and centers of influence
- The role of technology in enhancing estate planning and the essentials of client preparation
- How Modera differentiates itself through fee-only fiduciary services and ownership plans for team members 
- The industry’s future disruptions and how AI provides opportunities for more personal advisory roles 

Resources:

Listen to Focused on the Future on WealthManagement.com: https://bit.ly/4m0yHnC 
Subscribe and listen to Focused on the Future on Apple Podcasts: https://bit.ly/3EJ5MUe 
Subscribe and listen to Focused on the Future on Spotify: https://bit.ly/44jXhJI 
The Net Positive Consortium in Wealth Management: http://netpositivewealth.com 

Connect With Suzanne Siracuse:
 
LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 
Twitter: Suzanne Siracuse: https://x.com/suzsiracuse 
Email: Suzanne@suzannesiracuse.com

Connect With Tom Orecchio:

Modera Wealth Management: https://moderawealth.com/ 
LinkedIn: Modera Wealth Management: https://www.linkedin.com/company/modera-wealth-management/ 
LinkedIn: Tom Orecchio: https://www.linkedin.com/in/tom-orecchio-cfa-cfp-5968b44/ 
Email: tomo@moderawealth.com 

About Our Tom Orecchio:

With over 25 years of experience in wealth management, Tom has always believed that the best way to serve clients and provide objective advice is through the independent, fee-only approach. During that time, he has had the privilege of serving individuals, families, nonprofit organizations, foundations, trusts, and others in all areas of their investment and wealth management needs.

Creating a Client-Centric Wealth Management Firm with Tom Orecchio

Private markets are no longer just for the ultra-wealthy. In fact, they may be the missing piece in your clients’ portfolios—and AssetMark is betting big on that future.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Michael Kim, president and CEO of AssetMark, to unpack how technology, education, and private equity access are converging to redefine portfolio construction. Michael shares AssetMark’s new direction under private ownership and how they’re demystifying alternatives for advisors.

Key highlights include:

- Why the shrinking number of public companies makes private markets essential for diversification
- How AssetMark’s UMA tech is streamlining private market access
- What “growth is life” means for advisors—and their clients
- Why tax-managed services and real-time client insights are game-changers
- How AI can power the next best action, but will never replace human connection.

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with Michael Kim:
 
Website: www.assetmark.com 
LinkedIn: https://www.linkedin.com/in/michaelkim123ria/ 
Email: michael.kim@assetmark.com 

About Our Guest:

Michael Kim is the Chief Executive Officer and President of AssetMark. With more than 25 years of industry experience, he has set the strategic vision for the firm, which encompasses AssetMark’s platform of curated investments, technology solutions, business consulting, operations support, and acquisitions that serve the best interests of financial advisors and their investors.

Michael joined AssetMark in 2010 and has held a number of leadership positions, including Head of National Sales and Consulting, Chief Client Officer, and President (2021–Present). Michael was instrumental during AssetMark’s leveraged buyout transition to Genstar in 2013, its sale to Huatai Securities in 2016, its IPO in 2019, and its sale to GTCR in 2024.

Before joining AssetMark, Michael was a Senior Vice President at Fidelity’s Institutional Wealth Services. He began his career in public accounting at Coopers & Lybrand, LLC.
Michael received his Bachelor of Arts in Economics from the University of California, Los Angeles.

Unlocking Private Markets: How AssetMark Is Redefining Advisor Opportunity with Michael Kim

It’s not surprising that tech-native firms see the wealth management industry’s high margins and sticky revenue, even with its notoriously disjointed and sometimes subpar tech stacks, and think, “Good business. But it could be better.” 

At the recent WealthManagement EDGE conference in Boca Raton, Fla., David Armstrong, director of editorial strategy and operations for the Wealth Management Group at Informa Connect, spoke with Taylor Matthews, co-founder and CEO of Farther, to explore how the firm is seeking to improve the advisor experience and increase the operational efficiency of wealth management firms with home-built technology. 

Backed by a handful of well-known venture capitalists, Farther is a “tech-forward” RIA where the user experience improvements are as much for the advisor’s benefit as it is for the client: The goal was to create workflow efficiencies for advisors that translate into increased time spent with more clients than is found at a typical RIA. 

Taylor outlines how Farther also supports advisors with built-in marketing, lead generation and operational support. The conversation touches on the firm’s philosophy, use of AI, Taylor’s thoughts on the business investment environment for RIAs, and what the future may hold for his team’s firm.

David and Taylor discuss:

- How Farther’s technology was built from the ground up to solve daily inefficiencies that advisors face with disconnected tech stacks
- Why returning time to advisors is central to Farther’s strategy, enabling them to focus more on client work and growth
- The four-part growth engine at Farther, including done-for-you marketing and lead generation
- How Farther's internal teams support advisors in areas like estate planning, tax consulting and financial planning
- The firm’s long-term approach to growth without the constraints of private equity and why consolidation is reshaping the industry.

Resources:

Listen to the RIA Edge Podcast on WealthManagement.com: https://bit.ly/3YVhfof 
Listen and Subscribe to the RIA Edge Podcast on Apple Podcasts: https://bit.ly/3RFXCPn 
Listen and Subscribe to the RIA Edge Podcast on Spotify: https://bit.ly/44Cbwd5 
 
Connect With David Armstrong:
 
WealthManagement.com: http://bit.ly/3RKHvyY 
LinkedIn: WealthManagment.com: https://bit.ly/3YkoRAv 
LinkedIn: David Armstrong: https://www.linkedin.com/in/djamesarmstrong/ 
Twitter: David Armstrong: https://twitter.com/djamesarmstrong 
LinkedIn: Informa: https://bit.ly/3leEF9g 

Connect With Taylor Matthews:

Website: Farther Finance: http://www.farther.com 
LinkedIn: Farther Finance: https://www.linkedin.com/company/fartherfinance 
LinkedIn: Taylor Matthews: https://www.linkedin.com/in/taylormatthews 

About Our Guest:

Taylor leads Farther’s executive team and shapes the overarching strategy for the firm. Prior to founding Farther, Taylor was a member of the leadership team at ForUsAll, where he helped build the fintech retirement advisory firm from $25 million in assets under management to just under $1 billion in his two years there.

Taylor previously co-founded Essmart, a social enterprise distributing tech-for-development products in India, and was an investment banker and management consultant in his early career. He graduated from MIT Sloan with an MBA and Yale with degrees in philosophy and political science.

Taylor lives in San Francisco with his wife, three children, and a very excitable dog. As Victor Hugo wrote, “There is nothing like a dream to create the future.”

RIA Edge Podcast: How Taylor Matthews Built Farther to Boost Advisor Efficiency by Removing Platform Friction

In this episode of Focused on the Future, host Suzanne Siracuse speaks with Lee Korn, co-founder of Opal Wealth Advisors, about how his firm is growing by focusing on people, purpose and process.

Lee explains how Opal begins every client relationship by uncovering meaningful life goals, not just financial ones, using a discovery process rooted in George Kinder’s life planning framework. While AI tools enhance advisors’ ability to deliver services like tax and estate planning more efficiently, Lee emphasizes that real client transformation comes from human insight, accountability and connection.

The conversation turns to talent development, where Lee shares how Opal’s training program focuses on technical expertise, communication skills and personal development. Weekly “Opal Insights” sessions, communication workshops and outside trainings help younger advisors grow into confident, effective professionals.

Key insights include:

- How AI tools helped solve a complex client matter faster than seasoned accountants and attorneys
- Why Lee believes advisors won’t be replaced by tech but enhanced into “bionic advisors”
- Opal’s culture of Ikigai, helping team members align personal purpose with professional roles
- Opal’s unique training approach, blending technical knowledge, communication skills and life planning
- The firm’s Opal Insights sessions and how constant learning fuels team cohesion and client relationships

Resources:

Listen to Focused on the Future on WealthManagement.com: https://bit.ly/4m0yHnC 
Subscribe and listen to Focused on the Future on Apple Podcasts: https://bit.ly/3EJ5MUe 
Subscribe and listen to Focused on the Future on Spotify: https://bit.ly/44jXhJI 

Connect With Suzanne Siracuse:
 
LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 
Twitter: Suzanne Siracuse: https://x.com/suzsiracuse 
Email: Suzanne@suzannesiracuse.com

Connect With Lee Korn:
 
Website: Opal Wealth Advisors: https://opalwealthadvisors.com/ 
LinkedIn: Opal Wealth Advisors: https://www.linkedin.com/company/opal-wealth-advisors/ 
LinkedIn: Lee Korn: https://www.linkedin.com/in/lee-korn-cpwa%C2%AE-440b5018/ 
Email: lee.korn@opalwealthadvisors.com 

About Our Guest:

Lee Korn is committed to seeing clients succeed. He loves to brainstorm ideas to arrive at the best solutions—and he stands side-by-side with clients to help make sure those solutions are effectively implemented. In particular, Lee enjoys assisting business owners in identifying opportunities and strategies to take their companies to the next level. With a forward-thinking outlook, he also helps Opal remain at the forefront of the financial planning industry.

Before forming Opal Wealth Advisors with partners Jesse Giordano and Joe Filosa, Lee co-founded the 360 Group at Morgan Stanley, where he was a financial advisor and family wealth director. In 2009, Barron’s named him as one of the top 1200 U.S. Financial Advisors. Previously, he worked at Edward Jones as a personal wealth manager. He began his career as a commercial banker, helping successful business owners raise capital for acquisition and expansion.

Lee graduated from Queens College in New York City with a degree in accounting. Active in his community, he has volunteered extensively with special needs organizations. Lee has a wife and three children. He upholds a strong commitment to helping young people develop good values as well as leadership and life skills. He is a Cub Scout Cubmaster and an active board member at his temple.

Purpose-Driven Planning in the Age of AI

Advisors are drowning in meeting prep, notes and follow-ups—but what if artificial intelligence could give them those hours back and make their advice more personal?

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Era Jain, CEO and co-founder of Zeplyn, to discuss how they’re building AI-native workflows that free up advisors’ time while structuring human conversations into powerful, actionable data. With a background in Google’s AI division and a passion for reimagining legacy systems, Era breaks down why advisors can’t afford to delay AI adoption—and how structured insight is the key to personalization at scale.

Tune in as this episode highlights:

- What makes Zeplyn’s “meeting assistant” more than just a notetaker
- How structured client conversations unlock deeper personalization
- What “client intelligence” and “practice intelligence” mean for your firm’s future
- The three pillars every AI tool needs to succeed in wealth management: accuracy, customization and compliance
- The roadmap to autonomous agents: how Zeplyn is building toward AI that doesn’t just suggest actions, but takes them

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect With Era Jain:
 
Website: https://www.zeplyn.ai/ 
LinkedIn: https://www.linkedin.com/in/erajain 

About Our Guest:

Era Jain is the CEO and Co-founder of Zeplyn, where she leads the company's mission to build an AI platform that unlocks unprecedented operational efficiency for advisors and reimagines the investor journey.

Before Zeplyn, Era spent a decade at Google as a software engineer building foundational AI technologies for Google Search, Virtual Assistant, and Speech Recognition. Her work primarily focused on using AI to extract, aggregate, and synthesize valuable insights from various unstructured data sources, including web, documents, and human speech. Era’s expertise in building large-scale AI systems, combined with her extensive experience in product development, has equipped her to provide financial advisors with a revolutionary product experience within Zeplyn.

Era holds a Bachelor's and Master's in Computer Science and Engineering from the  Indian Institute of Technology, and an MBA from Harvard Business School. She is an advocate for Women in Technology, a long-distance runner, and a vocalist.

The WealthStack Podcast: Human Connection Meets AI Automation with Zeplyn’s Era Jain

Drew Shockley grew up on a dairy farm in Tennessee. He started working in insurance for $7.50/hour, and by his 30s had built and sold multiple companies—including an eight-figure exit in 2020.

From the outside, it sounds like a dream. But the road to Drew’s success was not a straight path. Along the way, he experienced burnout and struggled with the pressure of leading a much larger team. The personal lessons really stuck with him.

In this episode of the award-winning Healthy Advisor podcast, WealthManagement.com’s Diana Britton is joined by Drew Shockley, co-founder of Move Health, a platform that helps financial advisors forecast pre-retirement health insurance costs. He opens up about the struggles behind the success. He also reflects on building something more intentional this time around and how those lessons resonate with any entrepreneur or financial professional today.
 
Drew discusses:

- His unique path from the farm to forming and selling multiple companies
- The personal struggles with burnout and the pressure of leadership
- Balancing personal and professional life to find sustainable success
- His passion for personality assessments and how that has shaped his career
- How Move Health can help financial advisors forecast health insurance costs 

Resources:

Listen to The Healthy Advisor on WealthManagement.com: https://bit.ly/44iVJQ1 
Subscribe and listen to The Healthy Advisor on Apple Podcasts: https://bit.ly/43aseim 
Subscribe and listen to The Healthy Advisor on Spotify: https://bit.ly/3EJ6914 

Connect With WealthManagement.com:

https://www.wealthmanagement.com/ 
Email: diana.britton@informa.com
LinkedIn: Diana Britton: https://www.linkedin.com/in/diana-britton-8826b53/ 
LinkedIn: Informa: https://www.linkedin.com/company/informa/ 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI 

Connect With Drew Shockley:

Move Health: https://movehealth.io/ 
LinkedIn: Drew Shockley: https://www.linkedin.com/in/drewshockley/ 
LinkedIn: Move Health: https://www.linkedin.com/company/move-health-partners/ 
Email: drew@movehealth.io 

About Our Guest:
 
Born and raised in East Tennessee, Drew Shockley moved to Indiana for college and decided to make it home. He began his career in healthcare insurance in 2005 with Anthem Blue Cross Blue Shield, one of the nation’s largest carriers.
 
Over the course of his 20-year career, Drew has trained thousands of agents in the health and Medicare space and has been a founding member or investor in three successful startups within the healthcare market.
 
He’s been married for 19 years and is the proud father of two teenage boys. On weekends, you’ll likely find him on the golf course, cheering on the Vols at a sporting event, or spending quality time with his family.
 
If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

The Healthy Advisor: Overcoming Burnout and the Pressures of Leadership With Drew Shockley

In an industry where personalization and scale are often at odds, AI-powered meeting assistants are becoming a cornerstone of the modern advisor’s tech stack. These tools promise to eliminate hours of administrative work by automatically capturing meeting notes, updating CRMs and handling post-meeting follow-ups. But in wealth management, where trust, accuracy and compliance are everything, the stakes are high—and not all notetakers are created equal.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Parker Ence, CEO and co-founder of Jump Advisor AI, to explore how the firm is redefining what an AI assistant can do for financial advisors. 

Tune in as this episode unpacks:

- Why Jump is not just another AI notetaker—and what it actually does
- How the platform saves advisors 1–3 hours per day with compliant automation
- Why integrations and advisor customization are core to adoption and scale
- What 11,000 advisor-client conversations are teaching us about behavioral trends
- The future of agentic AI, and why “just make that happen” might be your next favorite button

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with Parker Ence:
 
LinkedIn: Parker Ence: https://www.linkedin.com/in/parkerence/ 
Website: Jump Advisor AI: https://jumpapp.com/ 
Email: Parker@JumpApp.com 

About Our Guest:

Parker Ence is an entrepreneur and operator with 12 years of experience as a CEO or co-founder across advisory tech, data/DaaS, AI, SaaS, and insurtech. As CEO, Parker has operated companies in spinoff, turnaround/distressed, and 0-1 startup scenarios. Other early experiences were in PE/VC, GTM consulting, and economic development.

Jump Advisor AI brings the AI-Enhanced Client Meeting Cycle to financial advisors. It's how RIA/BD teams cut client meeting admin time by 90% and elevate the client and advisor experience by putting notes, CRM updates, tasks, and compliance logs on AI autopilot. Jump is made for advisors, easy to set up, 100% customizable, secure, and compliant, and integrates closely with the advisor tech stack. It's like hiring a meeting assistant, faster than dictating, and all-in-one for advisors. 

The WealthStack Podcast: The Meeting Assistant Revolution with Parker Ence

What happens when an advisor leaves the safety net of a big broker-dealer to start fresh—and hand-pick every stitch of technology? For Jordan Raniszeski, co-founder and senior managing partner of Carnegie Private Wealth, it meant balancing efficiency with humanity, testing everything from AI meeting assistants to client portals, and building a culture that embraces innovation without becoming tech-dependent.

In this episode of The WealthStack Podcast, host Shannon Rosic flips the script—interviewing an advisor about the real-world process of building a stack that empowers advisors and delights clients.

Shannon and Jordan discuss:

- How Carnegie Wealth built a fully customized tech stack from day one
- Why “tech-enabled, not tech-dependent” is the firm’s guiding principle
- The ROI reality check: Which tools actually deliver client impact (and which don’t)
- How AI tools like Jump and Holistiplan are reshaping Carnegie’s workflows
- Jordan’s advice for advisors overwhelmed by tech options when launching a new firm

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with Jordan Raniszeski:
 
LinkedIn: Jordan Raniszeski - https://www.linkedin.com/in/jordan-raniszeski/ 
Website: Carnegie Private Wealth - https://www.carnegiepw.com/ 

About Our Guest:

Jordan is a leader in the Wealth Management industry and Senior Managing Partner at Carnegie Private Wealth, where he’s helped build a team of well-regarded and experienced advisors. The advisors of Carnegie Private Wealth collectively serve more than 519 households with over $1,100,000,000 in brokerage assets as of January 30, 2025.

In his more than 20 years of experience as an advisor working with high-net-worth individuals and families, Jordan developed expertise in helping corporate executives, professionals, and business owners. As a business owner and organizational leader himself, Jordan intimately understands the time constraints and complexities facing these clients and helps them build a plan to pursue their goals while balancing many different priorities.

Jordan's career path showcases his leadership and commitment to client service. He began at Deloitte's individual tax practice, honing his skills in tax and estate planning strategies. Later, at Wachovia Bank (now Wells Fargo), Jordan helped build the Executive Financial Planning practice. Partnering with Angie Ostendarp, he then grew one of Wells Fargo Advisors' largest brokerage practices. Throughout his journey, Jordan has remained a devoted student of the industry, constantly seeking innovative ways to serve clients.

Leadership has been a constant theme in Jordan's life. From roles in student government and charitable organizations to positions on sports teams, he has consistently stepped up to guide others. Jordan's experience made him a natural fit to lead Carnegie's formation. He now guides the Carnegie team, focusing on a shared vision for wealth management's future.

The WealthStack Podcast: Jordan Raniszeski on Carnegie Private Wealth’s Tech Stack Playbook

Decision paralysis is one of the biggest silent killers of RIA growth. With hundreds of tech tools, endless surveys and no clear roadmap, many firms freeze instead of scaling. The result? Wasted time, poor implementations and missed opportunities to run their practices like true businesses.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with James Cantwell, founder of WealthTech Select, to unpack why advisors struggle to make confident tech and growth decisions—and what it takes to move past the noise. James has spent nearly three decades across wealth management, asset management and technology, and he’s now building RIA Ascent to help firms find the clarity and direction they’ve been missing.

Shannon and James also discuss:

- Why decision paralysis is so common in advisor tech and strategy
- The Cheesecake Factory effect: too many choices, not enough clarity
- How benchmarking and data can serve as a compass for firm growth
- Why most tech dissatisfaction stems from poor implementation—not the tools
- The industry’s need for better connections between RIAs, vendors and consultants

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with James Cantwell:
 
LinkedIn: James Cantwell - https://www.linkedin.com/in/jamescantwell/ 
Website: WealthTech Select - https://www.wealthtechselect.com/ 
Website: RIA Ascent - http://riaascent.com 

About Our Guest:

Drawing from 25 years across investment management, banking, and WealthTech, James Cantwell brings a unique 360-degree perspective to digital transformation. His journey from GAMCO Asset Management and AST Trust (now Broadridge) to leading SS&C Advent's consulting practice revealed a critical insight: firms need a better way to evaluate and implement technology.

After guiding hundreds of RIAs and family offices through implementation challenges, he founded The Cantwell Advisory and WealthTech Select to revolutionize how firms assess and adopt wealth management solutions.

New tracks tagged #FinancialAdvisors