Scott Aleali and Jeff Maier huddle up with Rick "Coach" Gordon, Senior Managing Director at Citizens Private Wealth, who brings his A-game, sharing wealth strategies for PE professionals. Rick shares his expertise on liquidity smoothing, risk barbells and tax efficiency techniques that help PE professionals navigate the unique financial challenges they face. He also reveals why DIY investors often fumble their personal accounts, and gives a hard-hitting assessment on alternative assets.

When he's not calling financial plays, Rick's coaching youth sports and building young champions - all while bleeding Michigan blue (just ask him about that epic '97 Ohio State game!). From the trading floor to the baseball diamond, Coach Gordon proves he's got game in every arena.

Calling all Fund Managers, Investors, and Business Leaders in the Private Markets with a bold perspective and an excitement for life’s adventures ⚡

Join Scott Aleali and Jeff Maier and tune into Fund Fanatics - Private Markets, it's People and Passions 📹

What does it take to evolve from a back-office number cruncher to a boardroom strategist? In this episode of Fund Fanatics, Scott Aleali and Jeff Maier sit down with Jason Donner, CFO of Veritas Capital, to unpack a few of his insights from the Private Funds CFO’s feature, “The Strategic CFO.” Jason shares his take on the rise of retail investors, the evolving role of the private markets CFO, and what it really means to earn a seat at the partnership table. We also get personal — from his near-complete wine sommelier journey to his must-visit list of MLB ballparks. Whether you're a seasoned finance leader or an aspiring one, this episode is a playbook in strategic thinking, communication, and passion — on and off the clock.