Wealth management

In this conversation, Paul Stamoulis and Kim Kovalski explore how consolidation, capital, and strategic leadership are reshaping the independent wealth management landscape. Kim draws on her unique background across private equity, operating leadership, and advisory work at MarshBerry to outline why M&A activity continues accelerating and how firms should evaluate their next strategic move.

During Super Bowl weekend in San Francisco, NFL Hall of Famer Marshall Faulk joins Worth Media Group to discuss how athletes should think about money, legacy, and long-term wealth in today’s investment landscape. Faulk explains why modern athletes now have unprecedented access to capital, deal flow, and financial guidance—but also why access alone isn’t enough. […]

At the Players Impact event during Super Bowl weekend in San Francisco, Nick Edwards joins Worth Media Group CEO Josh Kampel to discuss how lessons from elite athletics translate directly into smart investing. Drawing from his experience competing at the highest level, Edwards explains why athletes must think differently about money—recognizing the finite window for […]

At Davos 2026, Jose Minaya, head of wealth management at BNY, joins Worth’s Dan Costa to discuss how ultra-high-net-worth investors are navigating market volatility, geopolitical uncertainty, and the rapid evolution of artificial intelligence. Minaya explains why long-term discipline, diversification, and outcome-driven investing remain central—even as anxiety rises and liquidity becomes more valuable. He also shares […]