CoveredCalls with Kevin Simpson

Kevin Simpson

Kevin Simpson of Capital Wealth Planning interviews the financial industry's top investment professionals to provide expert insight and analysis on CoveredCalls with Kevin Simpson. If you'd like a deeper understanding of today's markets, this is the show for you.

  1. 12/01/2022

    Bryn Talkington on CoveredCalls with Kevin Simpson

    Bryn Talkington sits down with Kevin Simpson for a wide ranging interview about investing and the markets today. DIVO and IDIVO are ETF’s offered through Amplify. CWP is a sub-advisor to both portfolios. Connect and Follow Bryn: Website: https://requisitecm.com Twitter: https://mobile.twitter.com/bryntalkington LinkedIn: https://www.linkedin.com/in/bryn-talkington-70247443 LinkedIn: https://www.linkedin.com/company/requisite-capital-management/about About Bryn: Bryn Talkington is a Managing Partner of Requisite Capital Management. Bryn has more than 20 years of experience in the financial services industry. Her areas of expertise include all facets of Asset Management with a focus on Capital Markets, Alternatives and Investor behavior. Bryn has spent most of her career working with private clients, foundations and endowments. Prior to Requisite Capital Management, Bryn was an Executive Director at UBS Asset Management where she worked for 15 years. Prior to UBS, she worked at Bear Stearns. Bryn earned a double bachelor’s degree in Business Management and Spanish from Texas Tech University. Bryn is a CNBC contributor and a frequent guest on “Fast Money Halftime Report” and “Overtime.” She and her husband Ross live in Houston. She has two boys, Nickolas and Jack. Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​ Disclosures: https://capitalwealthplanning.com/social-media-disclosures #etf #etfs #exchangeetfconference #investing #financialadvisor Produced by Resilient Digital Media: http://www.resilientdigitalmedia.com

    22 min
  2. 09/08/2022

    Jeff Concepcion on CoveredCalls with Kevin Simpson

    Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, joins Kevin Simpson on this episode of CoveredCalls. About Jeff: Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners and host of The Evolving Advisor podcast. Jeff started Stratos in October of 2008 with the intention of creating an organization to fulfill a need for sophisticated advisors and their clients, by constructing a firm with the infrastructure, resources and support necessary to allow them to focus on their core competency, advising their clients. Prior to starting Stratos Wealth Partners, Jeff spent 22 years in senior management positions with Lincoln Financial Network, including being the Executive Director for the Eastern Region. He was responsible for fully one-third of the United States. He was then appointed Senior Vice President of Market Access and a member of the Executive Committee; where he was on one of only a handful of executives responsible for Lincoln’s entire retail financial services business. Learn more about Stratos Wealth Partners: Twitter LinkedIn Website Connect with Jeff on LinkedIn Follow Kevin Simpson & Capital Wealth: Twitter: https://twitter.com/CoveredCalls​​​ LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp LinkedIn: https://www.linkedin.com/company/capital-wealth-planning Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​ Disclosures: https://capitalwealthplanning.com/social-media-disclosures

    20 min

Ratings & Reviews

5
out of 5
4 Ratings

About

Kevin Simpson of Capital Wealth Planning interviews the financial industry's top investment professionals to provide expert insight and analysis on CoveredCalls with Kevin Simpson. If you'd like a deeper understanding of today's markets, this is the show for you.