Reminiscing on the Past and What to Expect From This Season

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/4d/a0/1f/4da01f16-7842-03b7-f351-018fd833e45b/mza_13020353198339807385.jpeg/600x600bb.jpg

Frontier Of Finance

Capintel

27 episodes

3 weeks ago

Welcome to the Frontier of Finance: an original podcast hosted by CapIntel’s CEO and Founder, James Rockwood along side CRO and Co-Founder Rob Crnkovic. For the past four years, James has been on a mission to help advisors and asset managers improve the wealth management industry. On each episode, you'll hear directly from leading asset managers on their latest product launches and milestones. We'll give you an exclusive look at what makes these products different, why they were built, who is behind them, and how to use them in portfolios. You can expect to hear from forward-thinking professionals from the largest banks and leading independent firms. We'll go beyond the surface level to bring you credible information on the latest in wealth and asset management. Tune in, subscribe wherever you get your podcasts, and drop us a five-star rating and review on Apple Podcasts. We'll see you on the frontier.

All content for Frontier Of Finance is the property of Capintel and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Reminiscing on the Past and What to Expect From This Season | James Rockwood and Rob Crnkovic

Frontier Of Finance

37 minutes 8 seconds

2 years ago

Reminiscing on the Past and What to Expect From This Season | James Rockwood and Rob Crnkovic

New season, new format, new co-host. Season 3 of the Frontier of Finance podcast starts now. Before we look ahead, we’re looking to the past. That’s right, we’re going back to the beginning. CapIntel CEO and Founder James Rockwood is back in the host seat, and he’s now joined by CapIntel CRO and Co-Founder Rob Crnkovic. To kick off their new dynamic as co-hosts, the pair reminisces on the early days of starting a WealthTech company. Learn about James’ short-lived CPA career, Rob’s journey from selling t-shirts to crushing it at Salesforce, and how they ended up together on a mission to help change the wealth and asset management industry forever. Plus, hear what they think about the future of wealth and asset management and what’s to come on this season of Frontier of Finance.