Ep. 51 Interview Series – Futureproofing Wealth Management with Phil Matalucci, Allyson Mangine, & Sean Green

In episode 52, Matt Liebman is joined by three members of the Amplius team: senior wealth advisors Allyson Mangine and Phil Matalucci and investment strategist Sean Green — to break down their recent trip to the Futureproof Festival in Huntington Beach, CA. They discuss options strategies and structured notes, AI trends in wealth management, and why one of the most prevailing themes in the industry is that the ‘old way’ of doing things still works. Phil, Allyson, and Sean also share what drew each of them to pursue careers in the industry.

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