Gold Family Wealth Builds Westport Practice Around Multigenerational Coordination

For families managing wealth across multiple generations, the challenge is not just getting the financial plan right today. It is building systems that hold up through transitions, disagreements, and the inevitable complexity of time. Michael Gold has spent his career in Westport helping families build those systems. Gold, founder and CEO of Gold Family Wealth,…

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Kelcy Warren and the Acquisitions That Defined Energy Transfer’s Growth

The growth story of Energy Transfer is, in many ways, a story of well-timed acquisitions. Kelcy Warren and his team built the company through a series of purchases that expanded its geographic reach and product diversity, often making moves at moments when others were pulling back. One early example came in 2004 when Energy Transfer…

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Greg Soros on Why Children’s Characters Must Earn Young Readers’ Trust

Children’s author Greg Soros has spent more than fifteen years thinking carefully about what makes fictional characters resonate with young readers. His conclusion is both simple and demanding characters must feel like they are genuinely learning something, not just moving through the motions of a plot. Growth Over Action For Soros, the foundational question of…

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Westport Wealth Advisor Michael Gold on Selectivity in the Advisory Market

Something is shifting in how families choose wealth managers. Ultra-high-net-worth clients are asking harder questions, demanding more accountability, and scrutinizing advisory relationships with greater care than in prior generations. Michael Gold, founder of Gold Family Wealth in Westport, Connecticut, says this increased selectivity is reshaping the industry. Gold has observed the change across his more…

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Karl Studer on Leading Organizations Through Uncertainty and Change

Karl Studer on Leading Organizations Through Uncertainty and Change Uncertainty is not an exception in business — it is the baseline condition. Markets shift, regulations change, technologies disrupt established models, and unexpected events reshape the landscape that organizations thought they understood. Karl Studer has led through multiple cycles of industry disruption and organizational change, and…

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Greg Soros Shows Why Premium Podcast Production Commands a Loyal Market

Five years after founding Podcraft Media Lab, Greg Soros has assembled a client list that most podcast producers would envy without following the strategies most of them use. The Austin-based podcaster built his company on a simple premise: clients who need the best will pay for the best, and will tell others about it. Specialization…

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Dr. Andrew Jacono: From Albert Einstein to Surgical Leadership

The educational path that shaped Dr. Andrew Jacono followed a sequence of demanding institutions that required both academic strength and clinical precision. His medical degree came from Albert Einstein College of Medicine in 1996, followed by a residency in Otolaryngology at the New York Eye and Ear Infirmary, where he became administrative chief resident. He…

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Michael Gold on the $10 Trillion Planning Gap Facing Westport Business Owners

An estimated $10 to $14 trillion in private business wealth is expected to change hands over the next decade. With close to three-quarters of privately held business owners planning a transition or exit within that window, the planning burden is enormous. Michael Gold, founder of Gold Family Wealth in Westport, Connecticut, says most of those…

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Justin Nelson JP Morgan Champions Operational Strategies for Neurodiverse Hiring

Justin Nelson JP Morgan outlined a practical framework for integrating neurodiverse talent into financial services, emphasizing adjustments to recruitment, workplace design, and managerial practices. Drawing on company pilots and cross-functional working groups, Nelson described a four-part approach: role redesign, interview standardization, workplace accommodations, and data-driven measurement. Role redesign focuses on task-based job descriptions and job…

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Forbes Small-Cap Recognition: Priority Technology Among America’s Most Successful

Forbes magazine’s recognition of Priority Technology as one of America’s most successful small-cap companies in 2025 represents significant external validation of Thomas Priore’s leadership and Priority’s execution. This recognition acknowledges the company’s financial performance, growth trajectory, and competitive positioning within the broader business landscape. Forbes’s small-cap recognition criteria typically include financial growth metrics, profitability, return…

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