Podcasts

  • Bryan Cannon has over 25 years of investment and financial planning experience. A portion of his clientele includes high net worth and ultra-high net worth individuals. Bryan is the host of Markets ‘N5, a bi-weekly video series focused on analyzing market trends based on technical analysis.

    Bryan’s career covers a diverse range of investment and securities experience ranging from financial and estate planning for high and ultra-high net worth families, as well as senior and partner roles with both the big Wall Street firms and smaller boutique firms.

    Apart from his commitment to understanding each client’s unique needs and implementing strategies that preserve and protect their assets and wealth, Bryan still finds time to remain active in his community. He serves on several local boards, coaches youth soccer, is a Boy Scout Leader, and volunteers with local charities, including assisting the Charlotte Men’s Shelter. In his downtime, he enjoys participating in various fitness and sports activities and enjoying quality time with his family mountain biking and whitewater paddling at the US National Whitewater Center located in Charlotte, North Carolina.

    Bryan holds a B.S. in communications and business. In 2018, he became a 5 Star Wealth Manager Award winner.

    January 13
  • Blackstone staff will need to be boosted and tested three times a week upon return to the office.

    January 13
  • Make these small tweaks to see improvements in your posture while working from home.

    January 13
  • Worker feedback and program data helps company leaders make the best benefits decisions for employees.

    January 13
    Data, feedback
  • Now more than ever, employers need to be proactive before pandemic-fueled behaviors, like increased alcohol consumption, become long-term habits.

    January 13
    Emily Taylor
    Wondr Health
  • Candice is a managing director in the Global Client Business within Goldman Sachs Asset Management, and serves as global head of the Strategic Advisory Solutions team. She focuses on global capital market research, macroeconomic strategy, portfolio construction and client engagement.

    January 12
  • Dan Drees serves as the chief growth officer for AvidXchange. He is a fintech expert and industry veteran with more than 25 years of experience helping teams at Fortune 500 companies and financial institutions, such as GE, Bank of America, Ally and Capital One, generate next-level growth. Most recently, he led the fraud and risk solutions business at Fiserv, where he focused on enabling financial institutions and their clients to reduce the cost and complexity associated with fraud and compliance through process automation and the use of next-generation data analytics.

    January 12
    Drees-Dan-AvidXchange
  • Chris Thurin, executive VP of organic growth at OneDigital, offers a look into why the U.S. healthcare system does not always put the patient first.

    January 12
  • If employers want their female employees to grow with them, they need to to support every aspect of their health.

    January 12
    menopause
  • Corey Schmidt, CPA, is manager of audit innovation at Accountability Plus LLC.

    January 12
    Schmidt-Corey-Accounability Plus