WealthTech Episodes

THIS EPISODE IS SPONSORED BY HARBORLINE TECHNOLOGY In this episode of The Treasury Whisperer’s Talkcast Podcast, host Seth Marlowe interviews Peter Gordon, Founder and CEO of Harborline Technology (www.harborlinetech.com). Peter reflects on a 30+ year career spanning payments, banking, fintech, real-time payments, and wealth management, and explains why he now sees wealth tech asthe next major modernization opportunity. Seth and Peter explore how securities-based lines of credit can unlock liqui...

In this episode of the Treasury Whisperer's TalkCast Podcast, host Seth Marlowe interviews Kris Chester, COO Emeritus at Kestra Financial (www.kestrafinanical.com). Kris is a seasoned leader in financial services, who shares insights from her 40-year career, her transition into retirement, and the importance of balancing work and family. She discusses her experiences at Kestra Financial and Wells Fargo, the challenges of merging corporate cultures, and the emotional aspects of stepping away from...