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Time to Pivot to Active Wealth Management with Michael Collins, CFA®, Founder and CEO of WinCap Financial
Manage episode 366758586 series 3461765
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In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, and co-host Bryan Griffin, CFP®, Regional Investment Consultant at Harbor Capital are joined by Michael Collins, CFA, Founder and CEO of WinCap Financial, an independent wealth management and financial services firm. The conversation cuts across key touchpoints in wealth management including:
- Michael’s journey to founding WinCap Financial
- A contrarian investment philosophy to seek high returns
- How using Chat GPT can drive efficiencies in the financial advisory space
- How to build your book of business through digital marketing
- Key skills for financial advisors
- How active management and quality stock selection can drive success
Michael is a CFA® Charterholder and the founder and CEO of WinCap Financial. At the firm, Michael acts as Financial Advisor, Portfolio Manager, and a fiduciary, tailoring to the needs of every client.
Prior to the creation of the firm, he served as a Financial Advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives at CapTrust. Michael was also a Portfolio Manager at Boston Advisors where he specialized in providing investment management analysis and solutions to current and prospective high-net-worth investors.
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Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
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