Financial Longevity: The MWM Educational Podcast

High-value finance podcast featuring senior industry leaders discussing UHNW wealth strategy, philanthropy, and market outlook. Great for PR: cross-brand leverage with Rockefeller Capital Management and Merlin Wealth, evergreen topics, and guest credentials that resonate with financial professionals and affluent audiences.

29 episodes, Irregular, 5.0 rating

<1k, Female, USA

tmartella+mwm@rockco.com

Michael Merlin

How To, Education, Business, Management, Business News, Careers, Entrepreneurship, Investing, Marketing

C-suite or senior leader in finance, wealth management, or philanthropy (e.g., CEO, COO, head of major departments)

leadership in a major wealth management or financial services firm, recognition in philanthropy or UHNW client services, documented impact in asset management or family office services

Mallory Findley - Family Governance And Dynamics In Wealth Management, Adrienne Heart - Philanthropy Strategy And Charitable Giving, Samantha Cooper - UHNW Wealth Protection And Private Investments (private Equity, Venture Capital, Real Estate, Private Credit), Greg Fleming - State Of US Economy And Markets, AI, US Policies Toward Trading Partners, April Gay - Cybersecurity Best Practices

wealth management, philanthropy, family offices, private equity, venture capital, macro economy, artificial intelligence, cybersecurity, market updates, financial longevity