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Financial Advising | Shawn Gallagher, Dave Richards and Ben Newhouse

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Manage episode 375327903 series 3437867
Indhold leveret af SBJ Podcasts. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af SBJ Podcasts eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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Each month, we gather around the table with Springfield business leaders to discuss industry trends, workforce and company operations. Join us as we get a behind-the-scenes look into our business community from the C-suite. Listen to the full discussion at SBJ.net/CEORoundtable.

Springfield Business Journal Executive Editor Christine Temple discusses financial planning and wealth management with Shawn Gallagher, associate adviser at Piatchek & Associates; Dave Richards, senior vice president and wealth management portfolio manager at Guaranty Bank; and Ben Newhouse, CEO of Vineyard Asset Management LLC.

  continue reading

26 episoder

Artwork
iconDel
 
Manage episode 375327903 series 3437867
Indhold leveret af SBJ Podcasts. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af SBJ Podcasts eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Send us a text

Each month, we gather around the table with Springfield business leaders to discuss industry trends, workforce and company operations. Join us as we get a behind-the-scenes look into our business community from the C-suite. Listen to the full discussion at SBJ.net/CEORoundtable.

Springfield Business Journal Executive Editor Christine Temple discusses financial planning and wealth management with Shawn Gallagher, associate adviser at Piatchek & Associates; Dave Richards, senior vice president and wealth management portfolio manager at Guaranty Bank; and Ben Newhouse, CEO of Vineyard Asset Management LLC.

  continue reading

26 episoder

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