C-Suite Advisors > Finance

Wealth Management

Innovation
Growing a Two-Person Team Into a $1 Billion Success
How CEO and Co-Founder Phil Shawe took TransPerfect from a dorm room venture into a thriving business with over 10,000 employees.
Innovation
Building a Future That Doesn’t Yet Exist: An Interview With Anousheh Ansari
As CEO of XPRIZE, Ansari has not only crossed space travel off her list, but her lifelong goal of building a better world for everyone is something she focuses on every day
Innovation
Dr. Gary Michelson’s Vision for Cancer Vaccines: Revolutionizing Medicine One Breakthrough at a Time
What if cancer could be prevented through a simple vaccine?
Innovation
From Billion Dollar Hedge Fund to High 8-Figure Exit, Jessica Schaefer is Now Turning Her Attention to Women’s Fertility
The Lushi founder’s own experiences with egg freezing inspired her to use her PR expertise to revolutionize the industry

Top Posts

What Lies Ahead in Disruptive Innovation—and How You Can Benefit, Part I: the Challenges and the Dislocation

Challenges always present opportunities for smart, steady, and observant investors.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Will It Be Different This Time? Part III: Acting from Foundation Instead of FOMO

Investors plagued by fear or greed can continue to accumulate by sticking to the fundamentals.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Will It Be Different This Time? Part II: Current Financial Trends

Are we due for another collapse? The current investment landscape and how it affects financial professionals....
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Will It Be Different This Time? Part I: A Closer Look at Financial Bubbles

An inside look at past bubbles, why they develop, and how we as investors and advisors can stay out of...
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

How Private Company Employees Can Potentially Create Liquidity

Liquidate private stock and repay with an IPO.
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Innovation, Disruption, and Opportunity

Implications for investors and advisors in 2021—and beyond.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Protecting Your Company’s Intellectual Property Is Another Key to Your Successful Transition

Addressing and overcoming the 12 principal reasons for failed transition growth and achieving successful...
By Andrew Horowitz, CEPA | Rockefeller Capital Management

Why Is Now a Good Time to Borrow?

Craft a liquidity management plan well in advance to achieve financial flexibility.
By Ryan Bristol | J.P.Morgan Private Bank

The Uncertain Financial Futures of Athletes and Entertainers Demand Training and Discipline

How professionals with unpredictable and short-term earning windows can lock down their financial futures.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Value Acceleration and Exit Planning

Cash flow is king.
By Andrew Horowitz, CEPA | Rockefeller Capital Management

The 12 Reasons Owner Transitions Are Not Successful (and What to Do About It)

The role of the transition growth and exit- planning process in successful business-owner exits.
By Andrew Horowitz, CEPA | Rockefeller Capital Management

How to Protect Your Financial Health during the Pandemic

Five actions for U.S. taxpayers to consider in the spring of COVID-19.
By Ryan Bristol | J.P.Morgan Private Bank



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