Podcasts

ONWARD: Episode 10

ONWARD: Episode 10

This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan.

Josh Gully Joins Cornell (thank) U

Josh Gully Joins Cornell (thank) U

Josh Gully, Managing Director, was recently featured on the Cornell (thank) U podcast. Listen in as Josh discusses his journey from Wall Street to building a modern multi-family office, offering valuable perspectives on advising high net worth families.

ONWARD: Episode 9

ONWARD: Episode 9

This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. In this episode, Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth meets with Laurie Barkman, a Business Transition Advisor and adjunct Professor of Entrepreneurship at Carnegie Mellon University.

ONWARD: Episode 8

ONWARD: Episode 8

This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. Our latest episode features Geoff Eliason, CEO & Principal at SDR Ventures, and Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, as the two discuss what a roll-up is and some of the areas where they see them happening.