Wealth Management Invest

Recent Episodes

Wealth Management Invest: IPA’s Anya Coverman on Regulatory Issues

Posted January 20, 2026 • 00:29:00

In this episode of Wealth Management Invest, host David Bodamer sits down with Anya Coverman, president and CEO of the Institute for Portfolio Alternatives,...

Wealth Management Invest: Digging into SMAs and Direct Indexing with Columbia Threadneedle’s Daniel Milligan

Posted December 15, 2025 • 00:25:57

In this episode of Wealth Management Invest, host David Bodamer speaks with Daniel M. Milligan, vice president of separately managed accounts at Columbia...

Wealth Management Invest: Ramping Up ETF AUM with AllianceBernstein’s Onur Erzan & Noel Archard

Posted November 17, 2025 • 00:32:28

In this episode of Wealth Management Invest, host David Bodamer speaks with two AllianceBernstein executives: Onur Erzan, head of Global Client Group...

Wealth Management Invest: Building Resilient Portfolios with Vanguard’s Todd Schlanger

Posted October 20, 2025 • 00:29:21

In this episode of Wealth Management Invest, host David Bodamer speaks with Todd Schlanger, CFA, senior investment strategist for multi-asset investing...

Wealth Management Invest: The Role of Secondary Markets in Private Wealth with Coller Capital’s Jonathan McEvoy

Posted September 15, 2025 • 00:30:53

In this episode of Wealth Management Invest, host David Bodamer talks with Jonathan McEvoy, managing director, Investor Relations and head of Private...