Features May 2018

Brodie Cobb – Presidio Capital Advisors

Brodie Cobb opines that mergers are like marriages—not all are built to last. That said, all seems blissful with the 2016 coming together of Tiedemann Advisors and Presidio Capital Advisors, a subsidiary of The Presidio Group that Cobb founded in 1997. While remaining as chief executive officer of The Presidio Group, Cobb is a board […]

Coastal Bridge Advisors

The resumes of the founding partners are dotted with long stretches at the biggest financial institutions where their paths had crossed in the run-up to the financial crisis of 2008. Their tenures at these big houses provided a comprehensive and hard-earned education in the financial advisory business. At the same time, they had collectively reached […]

Dr. Clint Steele – TRUCHIROPRACTIC

Dr. Clint Steele remembers when the patient first came into his office. As soon as the two sat down to talk, the patient, a woman in her mid-to-late 40s, welled with tears. She told Dr. Steele she’d just been diagnosed with diabetes, and that—according to her doctor—a lifetime of medication was inevitable. Because the disease […]

Jim Higgins – Sorin Capital Management

It’s ironic, muses Jim Higgins, how supposedly savvy investors in commercial real estate have been so slow to differentiate between a couple of very basic types of retail. There’s a big difference between shopping malls and shopping centers, he notes, and while Real Estate Investment Trust equities related to these property types have both traded […]

Richard Todd – Innovest Portfolio Solutions

It’s undeniable: Selfishness is a common human trait. This is why Innovest Portfolio Solutions has such stringent standards for its employees—the Denver-based wealth management firm seeks out those its leaders identify as “stewards.” The exemplary team member is a “man or woman for others; they think of themselves last,” says CEO and co-founder Richard Todd. […]

Rip Reeves – AEGIS Insurance Services Inc.

While Rip Reeves isn’t living a double life, he seems to find a way to separate the personal and professional. The former is characterized by adventurous pursuits that, at the very least, would seem risky. A triathlete as well as a mountain climber who has ascended some of the world’s highest peaks, he’s hoping to […]

Rubenstein Partners

For many investors, figuring out where that money wound up can feel like chasing a wild goose—one where the golden egg happens to be your life’s legacy. Such is the way of today’s financial services sector, where even seemingly straightforward strategies can wind up mired in shady assets and faraway funds. But what if you […]

Scott Haralson – Spirit Airlines

Although it might not seem like it when you’re hustling to catch a flight—especially at a giant hub like O’Hare or LaGuardia—airports are finite in space. There are only so many gates, ticket counters and runways to go around. Vying for this space is one of Scott Haralson’s primary concerns. As vice president of finance […]

Steve Barimo, Andrew Mehalko – AM Global Family Investment Office

While the markets continued with steady growth in January and February, capping off more than a productive decade, AM Global Family Investment Office took a measured approach to serve its client families. Based in West Palm Beach, Florida, the firm works with families who have created substantial wealth, and a few who are on their […]

Testimonials

My experience with the team at Vision was great. Their professional and courteous staff took every opportunity to make the production of our article a real pleasure. From the initial contact, through the interview and all the way into production, the process was easy and fun. On behalf of the members of Anza Electric, thank you for highlighting what we do here to make rural living and cooperative membership more valuable in our community and across the country.
– Kevin Short, General Manager, Anza Electric Cooperative Inc.

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vol. I 2019

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