Contributors

Headshot
Host

Steven Watts

As Chief Growth Officer, Steven connects the Founders' brand and culture with independent financial advisors by overseeing marketing and sales teams, as well as the firm's growth strategies. Steven believes authentic marketing can positively impact enterprise growth and works tirelessly to bring this focus to Founders and Member Partner Firms. He measures growth by the impact on those who join the Founders community and the addition of new members who enhance its spirit and culture. He collaborates with Member Partner Firms to develop unique marketing and go-to-market strategies. With nearly two decades of experience, including four years as Vice President of Global Marketing and over a decade in product and business development roles, Steven has expertise in digital, content, branding, and product marketing. His adaptive strategies help navigate the complex marketing landscape. Steven holds degrees and certifications in Marketing and Business Administration.

https://foundersfinancial.com/staff/steven-watts/

Guests

Headshot
Guest

Brad Shepherd CHFC

Brad joined Founders in 1997 and embodies its ethos. As captain of Founders' strategic vision, he aligns with the company mission and leads Member Partner development, emphasizing leadership transparency. Brad's passion for meaningful relationships drives the company's unified success and growth. “Unlike typical broker dealers driven by financial gains, we focus on personal development and professional success of Member Partners, maintaining trusted relationships. This is the Founders Difference,” Shepherd said. Brad's 25-year tenure began as a financial advisor, where his service flourished. His desire to impact financial advisors led him to leadership at Founders, serving both community and industry transparently and energetically. Brad is a Chartered Financial Consultant, has served on various Boards of Directors and associations in Maryland, and holds a B.A. in Economics from Dickinson College. He holds Series 4, 6, 7, 24, 53, 63, and 65 licenses from FINRA.

https://foundersfinancial.com/staff/bradley-shepherd/

Guest appearance on:

Headshot
Guest

Peter Murphy CFA

Pete was named President of Founders in 2021 and works directly with Member Partners to pursue the goals and dreams of their practice. He leads the strategic growth and development of Founders’ investment management programs and oversees the investment strategies available through FCMS®, Founders’ second-party asset management platform. Pete joined Founders in 2012 with over a decade of investment experience. He has championed the development of advanced risk-navigation systems and robust investment strategy models, constantly innovating processes in response to global conditions. His forward-looking approach makes Founders’ investment management platforms a force in the industry. Before Founders, Pete was part of the Investment Team at the University of Notre Dame Investment Office, overseeing the University’s endowment fund investments. Pete earned his B.B.A in Finance from the University of Notre Dame and holds the Chartered Financial Analyst® designation. 

https://foundersfinancial.com/staff/peter-murphy/

Guest appearance on: