Castine Conversations
We come across hundreds of interesting people and firms in the different projects that we undertake in the commission management and research management 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 (including full RMS, research discovery, compliance, budgeting, and payments thereof). 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 works with over 50 brokers, 500+ asset managers, and 2000+ research providers with its solution suites. We have clients globally and support them with teams in London, Lisbon, Paris, New Jersey (USA), and Buenos Aires. Our solutions are cloud-based and are used by institutional and retail brokers, investment managers, research providers, and hedge funds worldwide.
Castine Conversations
Suzanne Mick Stafford - Expert Services Associate at Mirador on Compensation Management 201 for Wealth Managers
In this podcast we meet Suzanne Mick Stafford, Expert Services Associate at 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.
This episode is an extension on an earlier conversation with Joe Larizza, Mirador's CEO on Compensation Management 101 for Wealth Managers. In this "201" conversation, Tom Smith, Castine's Executive Vice President and Suzanne Mick Stafford get into more of the details of how a wealth manager can address complex issues using Castine's Commissioner system.
Suzanne is an example of why Mirador has grown to over 160 people and has expanded to other locations around the country. Mirador's commitment to client service - as an extension of the client's own team - has accounted for much of their success.
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