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  • Jenny Harrington on CoveredCalls with Kevin Simpson
    2023/10/11

    Kevin Simpson hosts Jenny Harrington on this episode of CoveredCalls.

    Learn more about Gilman Hill.

    Follow Kevin Simpson & Capital Wealth on
    Twitter
    LinkedIn
    LinkedIn

    Learn more about Capital Wealth Planning by visiting https://capitalwealthplanning.com​​

    Disclosures

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    33 分
  • Rob Sechan on CoveredCalls with Kevin Simpson
    2023/07/28

    Kevin Simpson hosts Rob Sechan on this episode of CoveredCalls.

    Learn more about NewEdge Wealth

    Follow Kevin Simpson & Capital Wealth:

    • Twitter
    • LinkedIn
    • LinkedIn

    Learn more about Capital Wealth Planning

    Disclosures

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    24 分
  • Tim Seymour on CoveredCalls with Kevin Simpson
    2023/07/05

    Kevin Simpson hosts Tim Seymour on this episode of CoveredCalls.

    Follow Kevin Simpson & Capital Wealth on
    Twitter
    LinkedIn
    LinkedIn

    Learn more about Capital Wealth Planning by visiting https://capitalwealthplanning.com​​

    Disclosures

    #etf #etfs #exchangeetfconference #investing #financialadvisor

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    30 分
  • Stephanie Link on CoveredCalls with Kevin Simpson
    2022/12/21

    A look at the markets and investing today with Stephanie Link and Kevin Simpson.

    Learn more about Hightower Advisors

    Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
    Disclosures: https://capitalwealthplanning.com/social-media-disclosures

    #etf #etfs #exchangeetfconference #investing #financialadvisor

    Produced by Resilient Digital Media: http://www.resilientdigitalmedia.com

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    19 分
  • Bryn Talkington on CoveredCalls with Kevin Simpson
    2022/12/01

    Bryn Talkington sits down with Kevin Simpson for a wide ranging interview about investing and the markets today.

    DIVO and IDIVO are ETF’s offered through Amplify. CWP is a sub-advisor to both portfolios.

    Connect and Follow Bryn:

    Website: https://requisitecm.com
    Twitter: https://mobile.twitter.com/bryntalkington
    LinkedIn: https://www.linkedin.com/in/bryn-talkington-70247443
    LinkedIn: https://www.linkedin.com/company/requisite-capital-management/about

    About Bryn:

    Bryn Talkington is a Managing Partner of Requisite Capital Management. Bryn has more than 20 years of experience in the financial services industry. Her areas of expertise include all facets of Asset Management with a focus on Capital Markets, Alternatives and Investor behavior.
    Bryn has spent most of her career working with private clients, foundations and endowments. Prior to Requisite Capital Management, Bryn was an Executive Director at UBS Asset Management where she worked for 15 years. Prior to UBS, she worked at Bear Stearns. Bryn earned a double bachelor’s degree in Business Management and Spanish from Texas Tech University. Bryn is a CNBC contributor and a frequent guest on “Fast Money Halftime Report” and “Overtime.” She and her husband Ross live in Houston. She has two boys, Nickolas and Jack.

    Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
    Disclosures: https://capitalwealthplanning.com/social-media-disclosures

    #etf #etfs #exchangeetfconference #investing #financialadvisor

    Produced by Resilient Digital Media: http://www.resilientdigitalmedia.com

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    22 分
  • A Look At Managing Money Today with Gary Kaminsky
    2022/11/14

    Gary Kaminsky joins Kevin Simpson to share his thoughts on managing money in this type of environment.

    Follow Kevin Simpson & Capital Wealth:
    Twitter
    LinkedIn
    LinkedIn

    Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
    Disclosures: https://capitalwealthplanning.com/social-media-disclosures

    #etf #etfs #exchangeetfconference #investing #financialadvisor 

    Produced by Resilient Digital Media: http://www.resilientdigitalmedia.com

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    11 分
  • The State of ETFs Tom Lydon on CoveredCalls with Kevin Simpson
    2022/10/11

    Tom Lydon of VettaFi joins Kevin Simpson on this episode of CoveredCalls to discuss the state of the ETF industry. Tom also shares his thoughts on the recent Future Proof Festival and the launch of VettaFi.

    Follow Tom Lydon & VettaFi:
    Website: https://vettafi.com
    Twitter: https://twitter.com/vetta_fi
    Twitter: https://twitter.com/TomLydon
    LinkedIn: https://www.linkedin.com/in/tomlydon
    LinkedIn: https://www.linkedin.com/company/vettafi

    Follow Kevin Simpson & Capital Wealth:
    Twitter: https://twitter.com/CoveredCalls​​​
    LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp
    LinkedIn: https://www.linkedin.com/company/capital-wealth-planning

    Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
    Disclosures: https://capitalwealthplanning.com/social-media-disclosures

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    19 分
  • Jeff Concepcion on CoveredCalls with Kevin Simpson
    2022/09/08

    Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, joins Kevin Simpson on this episode of CoveredCalls.

    About Jeff:
    Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners and host of The Evolving Advisor podcast. Jeff started Stratos in October of 2008 with the intention of creating an organization to fulfill a need for sophisticated advisors and their clients, by constructing a firm with the infrastructure, resources and support necessary to allow them to focus on their core competency, advising their clients.

    Prior to starting Stratos Wealth Partners, Jeff spent 22 years in senior management positions with Lincoln Financial Network, including being the Executive Director for the Eastern Region. He was responsible for fully one-third of the United States. He was then appointed Senior Vice President of Market Access and a member of the Executive Committee; where he was on one of only a handful of executives responsible for Lincoln’s entire retail financial services business.

    Learn more about Stratos Wealth Partners:
    Twitter
    LinkedIn
    Website

    Connect with Jeff on LinkedIn

    Follow Kevin Simpson & Capital Wealth:
    Twitter: https://twitter.com/CoveredCalls​​​
    LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp
    LinkedIn: https://www.linkedin.com/company/capital-wealth-planning

    Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
    Disclosures: https://capitalwealthplanning.com/social-media-disclosures


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    20 分