MSU WMA Podcast

MSU WMA Podcast

msuwma.com
A show with Costa Gianiodis, Justin Halvorson and Justin Jackson, three finance students from Michigan State University who interview financial advisors currently working in wealth management to discover what a career as a advisor can look like. msuwma.com | msuwma@gmail.com


Julian Bell - Ep. 11
Oct 22 • 16 min
Julian Bell is the author of the Grown Wave blog, (thegrownwave.com) helping students navigate the financial responsibility of adulthood. In addition to the blog, Julian is a senior finance major at Michigan State Universities Eli Broad College of…
Justin Castelli - Ep. 10
Oct 15 • 29 min
Justin Castelli is the founder of RLS Wealth Management and the AGC, a community to help financial advisors foster collaboration and growth. Justin has been featured on CNBC, Bloomberg, and the Journal of Financial Planning. He also creates excellent…
Ben Carlson - Ep. 9
Oct 8 • 34 min
Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management, the author of the books A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan and Organizational Alpha: How to Add Value in…
Costa Gianiodis - Ep. 8
Oct 6 • 13 min
Costa Gianiodis is a senior finance major at Michigan State University at the Eli Broad College of Business and Treasurer of MSUWMA. Email: gianiod3@msu.edu LinkedIn: https://www.linkedin.com/in/constantine-gianiodis WMA website: http://msuwma.com…
Rob Forte - Ep. 7
Oct 1 • 15 min
Rob is a manager for Plante Moran Financial Advisors in Detroit Michigan. LinkedIn: https://www.linkedin.com/in/rob-forte-8905b912 WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night -…
Colin Overweg - Ep. 6
Sep 29 • 22 min
Colin is the founder and CEO of Advize Wealth Management. https://www.advizewealth.com/ WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g
Todd McClain - Ep. 5
Sep 24 • 18 min
Todd is a partner at Plante Moran Financial Advisors in Detroit Michigan. His LinkedIn profile can be found here: https://www.linkedin.com/in/mcclaintodd Contact: msuwma@gmail.com | @msuwma WMA website: http://msuwma.com Song credit: J Dilla; Last Donut…
Jacqueline Venier - Ep. 4
Sep 17 • 19 min
Jacqueline is a partner at Plante Moran Financial Advisors in Detroit Michigan. Her LinkedIn profile can be found here: https://www.linkedin.com/in/jacqueline-venier-cfp®-cpwa®-28151212 Contact: msuwma@gmail.com | @msuwma WMA website: http://msuwma.com…
David Shotwell - Ep. 2
Sep 10 • 36 min
David is the President and co-founder of Shotwell Rutter Baer. https://srbadvisors.com/people/david-w-shotwell/ WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night -…
The Virtual Job Search with Kristen Hintz - Ep. 3
Sep 10 • 30 min
Kristen is the Associate Director at the Russel Palmer Career Management Center at the Eli Broad College of Business. Helpful links can be found below Contact: msuwma@gmail.com | @msuwma WMA website: http://msuwma.com MSU Wealth Management Program:…
MSU WMA Podcast - Justin Halvorson & Justin Jackson
Aug 28 • 20 min
Both Justin Halvorson & Justin Jackson are senior finance majors at the Eli Broad College of Business. Justin Halvorson: halvor24@msu.edu LinkedIn: https://www.linkedin.com/in/justin-halvorson-0421 Justin Jackson: jack1364@msu.edu LinkedIn:…
Professor Stephen Schiestel - Ep. 1
Aug 25 • 36 min
Professor Schiestel is a the current CIO & co-founder of Grand Capital Advisors, and the Program Director of the Financial Planning and Wealth Management Program at the Eli Broad College of Business. @msuwma | msuwma@gmail.com | msuwma.com MSU Wealth…