We are so honored and excited to have the iconic Dr. Karen Altfest In the Suite! Karen is a Principal Adviser and executive vice president at Altfest Personal Wealth Management,…
Today’s exciting episode features Veena Jetti, Multifamily Real Estate Investor, Entrepreneur & Humanitarian, and Founder of Vive Funds. Vive Funds was launched to fulfill the company's mission of carefully curating…
To kick start this year's season, Tina Powell has a one-on-one conversation with Brian Hamburger. As the architect behind many of the best independent investment firms, Brian is the Founder,…
Today we invite Katie Braden In The Suite! At the time of this recording, Katie was going by Kate Holmes, but now, she’s taken on her husband’s last name and…
It is an absolute joy to welcome Amy Butell In The Suite. Amy wears many hats. She's a ghostwriter, author, editor, consultant, and meditation teacher. Amy is CEO of Lake…
We are thrilled to have Kate Asack, the Chief Operating Officer of TimeScale Financial in today's episode. 'TimeScale Financial' is a financial planning and retirement plan advisory firm dedicated to…
When it came to kicking off Season 3 of In The Suite Podcast, I knew it was time to act bold and take risks, like so many of our guests…
We're so thrilled to welcome Helen Yang In The Suite. Helen is a Founder and CEO, a co-winner of the Harry Markowitz Award in 2011, and an active board member…
We’re thrilled to welcome Meredith Moore, LUTCF, CLTC to In The Suite. Meredith is a Founder and CEO, a financial guru, a speaker, a writer, a leader, and a growth…
We’re thrilled to welcome Rosa Chalekian to In The Suite. Rosa Chalekian has that X-factor, that something special. You could say she’s a triple threat, but she’s more like a…
