certified-financial-planner
(3)Legend
Legend
Legend
Founder · Advisor · Executive
Salvatore Caruso and the price of doing it yourself
A rejected mortgage partnership helped send Salvatore Caruso into business for himself. His path from Legend Securities to TSG Alpha Partners tells a longer story about financial planning, independence, and the obligations that come with running the firm.
salvatore-caruso · sal-carusoRead →
Advisor · Executive · Creator
Nina Spezzaferro Changed the Subject - Without Losing the Plot
She spent years helping institutions explain themselves, then learned a new language: money. Nina Spezzaferro's route from internet culture and reputation strategy to private wealth advice is a study in the useful art of starting again.
nina-spezzaferro · private-wealth-advisorRead →
Executive · Operator · Advisor
Michelle Kaiser Keeps Private-Market Ambition on a Short Leash
At Equitybee, Michelle Kaiser works where startup optimism meets the paperwork, patience and risk controls that make private-market access possible.
michelle-kaiser · equitybeeRead →