Shore Capital Podcast Network

In this episode, Ken Meyer shares his journey from growing up on a family farm to leading at Whole Foods and beyond. He reflects on how hard work, humility, and a people-first mindset shaped his 24-year career and guided him through major transitions from building teams to leading Whole Foods’ sale to Amazon. Ken discusses how trust, transparency, and empowerment drive lasting culture, why great l...

In this episode, Tara Conger reflects on her journey from athletics to executive leadership and how the lessons of great coaches shaped her approach to business. She shares how building trust, investing in people, and leading through change helped her guide Tandem HR through growth and a successful exit. Tara also discusses what makes private equity leadership unique, the importance of balancing i...

In this episode, Amy Madden, Chief People and Culture Officer, and Suzanne Norman, Vice President of Patient Services at PRO-spectus, share how the company is evolving from a patient first culture to a people first growth strategy. They reflect on PRO’s rapid expansion, founder led roots, and the importance of staying scrappy while scaling. Amy and Suzanne discuss how investing in leadership devel...

In this episode, Dr. Corey Waller traces his path from emergency and street medicine to leading systems change in behavioral health. He reflects on how saying yes to new challenges shaped his mission to build structures where the easy thing is the right thing. Corey shares insights on the evolving field of addiction treatment, the balance between ethics and business, and how real impact comes from...

In this episode, Kathy Wanner reflects on a career built on excellence, empathy, and entrepreneurship. From her start at Morgan Stanley to building Adams Street Partners into a global investment firm, she shares lessons on ownership, trust, and the power of putting capital in the hands of great founders. Kathy discusses what drew her to Shore Capital Partners, how investing in searchers aligns wit...

In this episode, Jimmy St. Louis, CEO of Agentis Longevity, reflects on the company’s first year of growth and the lessons learned along the way. He shares how building a mission-driven, values-led team has shaped Agentis, why partnerships and cultural alignment are critical to success, and what it takes to balance long-term vision with the urgency of execution. Jimmy also highlights the role of S...

In this episode, I talk with Alison Shekman, Chief of Staff at PhaseWell Research and a member of the CXO Fellows Program. Alison shares her journey from consulting into operations and what it has meant to step into an early-stage, acquisition-driven business. She reflects on slowing down to go fast, listening to frontline experts, and creating systems for prioritization. Alison also discusses les...

In this episode, we sit down with Preethi Menon, Senior Vice President of Integrations and Partnerships at Empower Aesthetics. After nearly a decade in consulting, Preethi joined the CXO Fellows Program and stepped into the challenge of building Empower from the ground up. She reflects on lessons from scaling the company, including overcoming perfectionism, embracing accountability, and moving fas...

In this episode, we sit down with Will Cook, Chief of Staff at Skycrest Roof Co. Will shares his unique path from consulting to serving as an infantry officer in the U.S. Army before joining the CXO program. He reflects on his first year helping to launch Skycrest, where the role meant doing everything from marketing to operations while learning the business from the ground up. Will highlights the...

In this episode, we sit down with Rachel Scott Garrison, CXO at Agentis Longevity. Rachel shares her journey from Dell, Visa, and Deloitte into the microcap space and what drew her to entrepreneurship. She reflects on lessons from her first year helping to launch Agentis, including building the right data infrastructure, practicing relentless prioritization, and supporting a young CEO. She highlig...

In this episode, Bob Carlson, Operating Partner at Shore Capital, and Michael Burcham, Chief of Strategy, Research, and Talent Development, reflect on their experience serving on the board of Point C, a Shore portfolio company that completed a successful recapitalization. They share how the early investment thesis came together, how the founding partner was identified, and how the executive team,...

In this episode, Joseph Lesser shares his journey to Regional Sales Director at Courser and the purpose-driven mindset that guides his leadership. Grounded in faith and shaped by mentorship, Joseph reflects on the shift from individual contributor to people leader and the lessons that helped him grow. He fosters a culture of trust, feedback, and accountability where team members feel seen, support...

In this episode, we sit down with Chris Dardi, an alumnus of the CXO Fellows Program who was CFO of Behavioral Innovations at the time of recording and now serves as COO. Chris shares why he left financial due diligence to build something bigger, how he navigated the leap into healthcare, and the mindset shifts that helped him succeed. He reflects on lessons learned during his time as a CXO, the d...

In this episode, Cameron Perkins shares how a family legacy of both entrepreneurial success and failure shaped his approach to leadership, risk, and resilience. He reflects on co-founding FastMed and leading Anutra Medical, a venture-backed startup, and what those experiences taught him about scaling with intention. Now a Partner at Shore Search Partners and Executive Partner at Shore Capital, Cam...

In this episode, Anderson Williams, Principal of Talent Development, is joined by Jackson Sprayberry, Director of Talent Development, and Ben Gilbert, Associate of Talent Development, to share how Shore University customizes talent development to meet the unique needs of each portfolio company. They explore how surface-level requests like conflict resolution or performance management often reveal...

In this episode, Joy Schunhoff shares her journey from a 25-year career in human resources to becoming the practice administrator at ENT and Allergy of South Georgia. A lifelong Valdosta resident, Joy led her team through major operational transformations, including implementing a new EMR system, opening a surgery center, and navigating three hurricanes in just over a year. With her signature blen...

In this episode, Charlie Talbot shares how two decades in brand leadership and operations paved the way for his success as a multi-time CFO and now Executive Partner at Shore Capital. He reflects on scaling companies like Potbelly, Athletico, and Tend, building strong CEO partnerships, and learning to lead with both numbers and empathy. Charlie discusses the value of culture, the mindset shift fro...

In this episode, Michael Burcham, Chief of Strategy, Research, and Talent Development, joins Anderson Williams, Principal of Talent Development, along with Ben Gilbert, Associate of Talent Development, and Jackson Sprayberry, Director of Talent Development, to share how Shore University has grown into a platform that supports learning at every level, including executives, managers, and frontline t...

In this episode, Michael Burcham, Chief of Strategy, Research, and Talent Development, joins Anderson Williams, Principal of Talent Development at Shore Capital, to explore why investing in people has been core to Shore since the beginning. Michael shares how the firm’s founders valued learning as a strategic advantage and how that mindset led to the creation of Shore University, the talent develo...

In this episode, Kathleen Lee shares her journey from stay-at-home mom and part-time biller to Practice Administrator at Reston ENT. With a background in education and a lifelong passion for creativity, Kathleen brings a unique blend of structure, empathy, and innovation to her leadership. She fosters a culture where collaboration thrives and everyone from staff to patients feels seen and supporte...

In this episode, Dr. Kevin Cassidy shares his journey from mowing the lawn at his father's orthodontic practice to joining the team, eventually buying the business, and scaling it over the next two decades. He discusses the decision to partner with Southern Orthodontic Partners, the mindset shift that came with stepping back from daily operations, and the challenges of leading his team through cha...

In this episode, Zachary Nippert, Chief Commercial Officer at Shore Capital, discusses building out the Commercial Center of Excellence (COE) to accelerate organic growth across the firm’s portfolio. Drawing from his experience in global advertising, tech entrepreneurship, and revenue leadership, Zack shares how he is creating a structured approach to commercial strategy, talent development, and s...

In this episode, Brian Hall shares how a lifetime of hands-on electrical work, from wiring homes with his dad to overseeing safety at a nuclear power plant, shaped his path to becoming Director of Training at Guidant Power. After coming close to losing his life in an electrical accident early in his career, Brian became deeply committed to keeping others safe. Today, he teaches workers across indu...

In this episode, Jim Forrest shares his journey from bagging groceries at age six to becoming Chairman of multiple high-performing companies. He reflects on formative lessons from his father, early career missteps, and the customer-first mindset that shaped his leadership style. Jim discusses building great teams, the importance of process and strategic focus, and his role in mentoring rising lead...

In this episode, Larry Lawson shares his unconventional journey to becoming a Regional Director at Greater Therapy Centers. From earning a Master’s in English to teaching, landscaping, pool work, and managing massage clinics, Larry spent years exploring before discovering his passion for physical therapy at age 39. That pivot became a launchpad for a meaningful and fast-rising career. Today, Larry...