Corrine ChristensenSenior Partner & Style Advisor at J. HilburnCraig JudsonManaging Shareholder - Bold, Polisner, Maddow, Nelson & Judson, APCWelcome to Season 1,
Welcome to Meet the Expert with Elliot Kallen®, a podcast for savvy investors who want to create success in their financial life.
Join Elliot as he brings on industry leaders to share insider insights across asset classes and investment themes. Our podcast will give you the tools you need to empower better financial decisions.
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Joseph Norton, CIMASenior Regional Director at Virtus Investment PartnersMargaret DornSenior Director at S&P Dow Jones IndicesWelcome to Season 1, Episode 11 of
Metin Akyol, Ph. D., CFAData Scientist at Zack's Investment ManagementRobert ScottSenior Mortgage Advisor at Finance of AmericaWelcome to Season 1, Episode 10
Craig KirkpatrickManaging Partner at Orinda Asset ManagementJennifer TaboadaVice President, National Social Security Specialist at BlackRockWelcome to Season 1, Episode 9 of Meet
Susan KayVP of Business Development at MFSWelcome to Season 1, Episode 8 of Meet the Expert® with Elliot Kallen! In this episode, Elliot
Brian NashVice President and Regional Director at Goldman SachsRonald MuhammadVice President of Business Practices at Goldman SachsWelcome to Season 1, Episode 7
Welcome to Season 1, Episode 6 of Meet the Expert® with Elliot Kallen! In this episode, Elliot is bringing on Jeff Wycoff
Bob FieldsManaging Director at JP Morgan Asset ManagementBrendan CoyneVice President at JP Morgan Asset ManagementPatrick GallegherClient Advisor at Neuberger BermanWelcome to Season
Marie-Anne HobeikaRegional Vice President at Fidelity InvestmentsWelcome to Season 1, Episode 4 of Meet the Expert® with Elliot Kallen! In this episode, Elliot
Leslie O'BrienFounder of Singing Telegram CabaretWelcome to Season 1, Episode 3 of Meet the Expert® with Elliot Kallen! In this fun and lighthearted
Campbell JudgeRegional Director at Fidelity InvestmentsJoe AlmonVice President, Sector & ETF Strategist at Fidelity InvestmentsDr. Bill Lloyd MD, FACSHealth Director at Transamerica
Brian CarlsonRegional Vice President of Jackson AnnuityDiane GallagherVice President of DCIO Practice Management at American CenturyWelcome to Season 1, Episode 1 of
About the Host
Elliot H. Kallen is an Independent Financial Advisor and the founder of Prosperity Financial Group, Inc., a Registered Investment Advisory Firm.
He is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide and in the San Francisco area.
Currently, Elliot is President of A Brighter Day, a 501(c)(3) Charity he founded in memory of his youngest son. A Brighter Day unites stress and depression resources with teenagers throughout the Bay Area.
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