Castine Conversations
We come across hundreds of interesting people and firms in the different projects that we undertake in the commission management, compensation, and compliance (C3) space. We thought others would be as fascinated as we are with them.
This podcast introduces us to business leaders, entrepreneurs, and businesses around the globe who have special interest in commission management (aka CSAs and soft dollars), broker/producer compensation, research services, and compliance. Each person is unique in their background and offers their advice on getting started and how their business operates and grows. We hope you enjoy it!
Castine LLC is a solutions provider to C3 space (Commission Management, Compensation, and Compliance). We have offices in the United States, Argentina, Portugal, France, and England. Our solutions are cloud-based and are used by institutional and retail brokers, investment managers, research providers, and hedge funds worldwide.
Castine Conversations
Joe Larizza - CEO of Mirador on Compensation Management 101 for Wealth Managers
In this podcast we meet Joe Larizza, the Founder and CEO of Mirador, LLC.
Mirador was founded in 2015 and has grown to be a leader in providing outsourced CTO services and third-party solutions to brokers, high net worth individuals, wealth management firms, endowments, and foundations.
Building on a foundation of client support honed from his experience on Wall Street, Joe has built a team of over 160 people and has expanded Mirador to other locations around the country. One of the areas of expertise that Mirador provides is a series of solutions to wealth managers. In this capacity, Joe and his team have worked with many Castine clients on their compensation needs. In this podcast - the first of two on this subject with the Mirador team - Joe discusses the basics of compensation management that Mirador imparts to their clients.
For more information on Mirador, please visit MiradorLLC.com.
For more information on Castine LLC, including our commission management, compensation, and compliance solutions for investment managers and retail and institutional brokers, please visit CastineLLC.com