11 episodes
Glenwood Financial Partners LLC WPTF
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- Management
Rick believes in contributing his time to the community and has been an active volunteer in charitable, professional, scholastic, and athletic activities, and he currently serves on the investment Commitment of the North Carolina Bar Association. He greatly enjoys time with friends on the golf course, and his treasures his wife, Hargrave, and his three sons and their families.
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Core Values
Michael Hakerem, a Managing Partner of Glenwood Financial Partners, reviews five Core Values that we have embraced in our practice.
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Ark Invest
Michael Hakerem, a Managing Partner of Glenwood Financial Partners, provides in-depth insights into the Ark Invest history and culture and also our unique relationship with the Ark Invest team.
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Bitcoin
Michael Hakerem, a Managing Partner of Glenwood Financial Partners, provides very timely, in-depth commentary on Bitcoin and disruptive technology.
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A Client Story
Rick McElroy, a Managing Partner of Glenwood Financial Partners, shares the story of an actual, anonymous client, including her transition from a “brokerage-- commission-based” relationship to an advisory, fee-based, client-focused relationship.
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Initial Contact: What Happens then?
Rick McElroy & Michael Hakerem, Managing Partners of Glenwood Financial Partners, describe what it’s like and how one is treated upon making an introductory contact, and how their process works.
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Vast Institutional Resources
Rick McElroy & Michael Hakerem, Managing Partners of Glenwood Financial Partners, disclose and discuss the great combination of INDEPENDENCE and VAST INSITUTIONAL RESOURCES that they enjoy in serving clients to the fullest.