Michigan State University Wealth Management Association

MSUWMA Podcast

Business EN ↓ 213 episodes

A show brought to you by students from the Michigan State University Wealth Management Association. Our podcasters, Brandon Klump, Jeff Nugent, Hannah Bennett, Steven Bowe interview financial advisors, wealth managers, and other financial professionals to discover what a career in the wealth management profession can look like. SJ Podcast: MSUWMA's Spartan Journal News Team talks about the top business and market weekly news. Website: msuwma.comEmail: msuwma@gmail.comYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQSpartan Journal: msuwma.com/spartanjournal

Author

Michigan State University Wealth Management Association

Category

Business

Podcast website

www.msuwma.com

Latest episode

Apr 27, 2026

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Episodes

Blair duQuesnay -S1 Ep. 12 29.10.2020

Blair duQuesnay, CFA, CFP is an advisor at Ritholtz Wealth Management and is a board member of her local CFA society in Louisiana. She is an active contributor and commenter in the financial services industry being featured in The Wall Street Journal, Forbes, Business Insider, and more. She also has a blog called The Belle Curve. https://blairbellecurve.com/ Consider Firing Your Male Broker:...

Julian Bell -S1 Ep. 11 22.10.2020

Julian Bell is the author of the Grown Wave blog, (thegrownwave.com) helping students navigate the financial responsibility of adulthood. In addition to the blog, Julian is a senior finance major at Michigan State Universities Eli Broad College of Business. Email: belljul1@msu.edu LinkedIn: https://www.linkedin.com/in/julian-bell-1b53b4149 WMA website: http://msuwma.com Contact: msuwma@gmail.com S...

Justin Castelli - S1 Ep. 10 15.10.2020

Justin Castelli is the founder of RLS Wealth Management and the AGC, a community to help financial advisors foster collaboration and growth. Justin has been featured on CNBC, Bloomberg, and the Journal of Financial Planning.  He also creates excellent content, which you can find at allaboutyourbenjamins.com.  WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla:...

Ben Carlson - S1 Ep. 9 08.10.2020

Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management, the author of the books A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan and Organizational Alpha: How to Add Value in Institutional Asset Management and co-host of the Animal Spirits podcast Animal Spirits. https://awealthofcommonsense.com/about-2/ WMA website: http://msuw...

Costa Gianiodis - S1 Ep. 8 06.10.2020

Costa Gianiodis is a senior finance major at Michigan State University at the Eli Broad College of Business and Treasurer of MSUWMA.  Email: gianiod3@msu.edu LinkedIn: https://www.linkedin.com/in/constantine-gianiodis WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXg...

Rob Forte - S1 Ep. 7 01.10.2020

Rob is a manager for Plante Moran Financial Advisors in Detroit Michigan.  LinkedIn: https://www.linkedin.com/in/rob-forte-8905b912 WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXg...

Colin Overweg - S1 Ep. 6 29.09.2020

Colin is the founder and CEO of Advize Wealth Management. https://www.advizewealth.com/  WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g

Todd McClain - S1 Ep. 5 24.09.2020

Todd is a partner at Plante Moran Financial Advisors in Detroit Michigan. His LinkedIn profile can be found here: https://www.linkedin.com/in/mcclaintodd  Contact: msuwma@gmail.com | @msuwma  WMA website: http://msuwma.com   Song credit: J Dilla; Last Donut Of The Night https://www.youtube.com/watch?v=ownXgkMQv8g

Jacqueline Venier - S1 Ep. 4 17.09.2020

Jacqueline is a partner at Plante Moran Financial Advisors in Detroit Michigan. Her LinkedIn profile can be found here: https://www.linkedin.com/in/jacqueline-venier-cfp®-cpwa®-28151212 Contact: msuwma@gmail.com | @msuwma  WMA website: http://msuwma.com MSU Wealth Management Program: https://broad.msu.edu/finance/financi... Song credit: J Dilla; Last Donut Of The Night https://www.youtube.com...

David Shotwell - S1 Ep. 2 10.09.2020

David is the President and co-founder of Shotwell Rutter Baer. https://srbadvisors.com/people/david-w-shotwell/ WMA website: http://msuwma.com Contact: msuwma@gmail.com   Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g

The Virtual Job Search with Kristen Hintz - S1 Ep. 3 10.09.2020

Kristen is the Associate Director at the Russel Palmer Career Management Center at the Eli Broad College of Business. Helpful links can be found below   Contact: msuwma@gmail.com | @msuwma  WMA website: http://msuwma.com  MSU Wealth Management Program: https://broad.msu.edu/finance/financi...  Song credit: J Dilla; Last Donut Of The Night https://www.youtube.com/watch?v=ownXgkM...

Justin Halvorson & Justin Jackson S1 Ep. 2 28.08.2020

Both Justin Halvorson & Justin Jackson are senior finance majors at the Eli Broad College of Business.  Justin Halvorson: halvor24@msu.edu LinkedIn: https://www.linkedin.com/in/justin-halvorson-0421   Justin Jackson: jack1364@msu.edu LinkedIn: https://www.linkedin.com/in/justin-jackson-073174128   WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits:  J Dil...

Professor Stephen Schiestel - S1 Ep. 1 26.08.2020

Professor Schiestel is a the current CIO & co-founder of Grand Capital Advisors, and the Program Director of the Financial Planning and Wealth Management Program at the Eli Broad College of Business.    @msuwma | msuwma@gmail.com | msuwma.com   MSU Wealth Management Program: https://broad.msu.edu/finance/financial-planning-wealth-management/ Grand Capital Advisors: https://grand...

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