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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

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Legend
Brett Bernstein’s long bet on independence
Founder · Executive · Advisor

Brett Bernstein’s long bet on independence

He left Merrill Lynch without taking the usual check, built XML Financial Group from his own pocket, and learned that scaling a wealth firm is less about collecting offices than keeping people.

brett-bernstein · xml-financial-groupRead →
Legend
Pauline Roteta
Founder · Executive · Operator

Pauline Roteta

Pauline Roteta is the co-founder and CEO of Pasito, a New York based startup building AI agents for the insurance and employee benefits industry. A former Senior Investor and Portfolio Manager at BlackRock, Fulbright Scholar, CFA and CFP, she launched Pasito in 2021 to attack the roughly $200 billion Americans waste each year on poor benefits decisions. Pasito went through Y Combinator's Summer 2022 batch and in February 2026 raised a $21 million Series A led by Insight Partners, bringing total funding to about $24.4 million.

pasito · aiRead →