BISA Portfolio Podcast
A look at issues affecting the bank and insurance securities community
Podcasting since 2021 • 28 episodes
BISA Portfolio Podcast
Latest Episodes
Building a Steady Pipeline of Incoming Advisor Talent, Featuring BISA President Jane‑ellen Porter
In this episode of the BISA Portfolio Podcast, guest host Heather Broderick of LPL sits down with new BISA President Jane‑ellen Porter of Wilmington Advisors at M&T to discuss building the next generation of advisor talent — and wh...
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12:50
Redefining Aging: Women as CCO
In this episode of the BISA Portfolio Podcast, LeAnn Rummel returns with Lisa D’Ambrosio of MIT AgeLab and Alex Samoila of MassMutual Strategic Distributors to explore why women are becoming the “Chief Consumer Officers” of their house...
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20:09
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Redefining Aging: Why Words Matter
In this episode of the BISA Portfolio Podcast guest host LeAnn Rummel, president and CEO at Cetera Investment Services, talks with Lisa D’Ambrosio of MIT AgeLab and Alex Samoila of MassMutual Strategic Distributors about MassMutual Strategic Di...
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32:22
The 'White Lotus' Financial Market With Gene Goldman and John Olerio
In this episode of the BISA Portfolio Podcast, BISA President John Olerio, vice president of weatlh management at Lighthouse Wealth Advisors, talks with Gene Goldman, chief investment officer at Cetera, who draws a surprising parallel ...
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18:04
3 Primary Investment Themes Right Now With Gene Goldman and John Olerio
In this episode of the BISA Portfolio Podcast, John Olerio, BISA president and vice president of wealth management at Lighthouse Wealth Advisors, talks with Gene Goldman, chief investment officer at Cetera, about his top three investme...
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26:40