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Barron's Advisor

Barron's Advisor

Written by: Barron's Advisor
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 The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.Copyright © Dow Jones & Company, Inc. All rights reserved. Economics Management Management & Leadership Personal Finance
Episodes
  • Eleni Mavromati: What It Takes to Be a Great Wealth Management COO

    Eleni Mavromati: What It Takes to Be a Great Wealth Management COO
    Feb 24 2026
    The chief operating officer of Merrill’s Jones Zafari Group describes the core qualities required to excel in the role and what COOs must do to thrive in the future. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 mins
  • Katie Partridge: Financial Advice for Tech Founders | Next Gen

    Katie Partridge: Financial Advice for Tech Founders | Next Gen
    Feb 19 2026
    The Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide creative, high-touch service beyond what AI can offer. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 mins
  • Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million

    Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million
    Feb 17 2026
    Summit Financial's CEO describes the leadership shifts, capital investments, and strategic decisions that separate firms which scale from those that plateau. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    50 mins
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