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No matter how successful someone may be, they always have their story to tell. Boss Juice is a podcast that interviews small business owners, entrepreneurs, founders and the like to let them tell their story. Not just their stories of success, but their stories of failures. We all can learn a lot about business and life by listening to the stories of others!
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
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Dustin Haygood of Aristotle - Value Investing and the Power of Patience
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Today on the podcast, Rusty and Robyn are joined by Dustin Haygood, Client Portfolio Manager at Aristotle Capital Management. Dustin Haygood is a Client Portfolio Manager at Aristotle Capital and a member of the investment team. Prior to joining Aristotle Capital, Dustin was Lead Analyst at Capital Alpha Partners where he performed political risk r…
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Scott MacKillop - The Legendary Innovator on Disrupting Wealth Management and Climbing Mountains
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Today on the podcast, Rusty and Robyn are joined by serial entrepreneur and strategic advisor Scott MacKillop. Scott MacKillop, the former CEO of First Ascent Asset Management, serves as strategic advisor to GeoWealth, an enterprise technology firm and TAMP that serves the needs of RIAs. He is a 40-year veteran of the financial service industry. Ke…
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Ep. 35 - Shawn Nairn | Healthcare Innovation & Serving the Helpless
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This week on The Boss Juice Podcast, we’re joined by Shawn Nairn, founder and CEO of ACORx, a pharmacy built to bring real change to a healthcare system that often overlooks its most vulnerable patients. Founded in 2016, ACORx takes a personalized approach to medication management, helping patients—especially the elderly and at-risk—stay on track w…
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Judith Peterson of DwellFi - The Power of Artificial Intelligence to Enhance Your Career
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Today on the podcast, Rusty and Robyn are joined by Judith Peterson, Chief Marketing Officer at DwellFi and SteerCo Member of the Women’s Accelerator Network in NYC. Judith Peterson, based in New York, NY, US, is currently a Chief Marketing Officer at DwellFi. Judith Peterson brings experience from previous roles at Intertrust Group, Cerulean Sky L…
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Alma Rodriguez-Piscitello of Revela Advisors - How to Brand and Market Your Firm and Why It All Matters
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Today on the podcast, Rusty and Robyn are joined by Alma Rodriguez-Piscitello, CEO & Founder of Revela Advisors. As the driving force behind Revela Advisors, Alma is all about helping businesses unlock their true potential and achieve sustainable growth. With over 30 years in financial services, she’s worked with Fortune 500 companies and global or…
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Frank Trotter of Battle Bank - The Inside Story of Online Banking
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48:54
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Today on the podcast, Rusty and Robyn are joined by Frank Trotter, President at Battle Bank. Frank Trotter has been involved in the banking business since 1981. In 1998, he became a co-founder of everBank.com, a national direct-to-consumer bank which was acquired by EverBank Financial in 2004. From 1998 through the sale of EverBank Financial Corp t…
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Morris Chen of DoubleLine Capital - Commercial Real Estate
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Today on the podcast, Rusty and Robyn are joined by Morris Chen, Portfolio Manager at DoubleLine Capital. Mr. Chen joined DoubleLine at its inception in 2009. He is a Portfolio Manager leading the CMBS/CRE Debt Investment team and CRE New Investment Review Group, and is responsible for the oversight and management of all CRE Debt related investment…
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Ep. 34 - Allora Wine Group | The Secrets of Italian Wine
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This week on The Boss Juice Podcast, we sit down with Michael Mincin and Brian Cubellis of Allora Wine Group, to talk about their journey in the wine industry and the relationships they’ve built along the way. Michael and Brian share how Allora Wine Group started, what drew them into the business, and how their experiences have shaped their approac…
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Daryl Clements of AllianceBernstein - It's All About Municipal Bonds
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Today on the podcast, Rusty and Robyn are joined by Daryl Clements, Municipal Portfolio Manager at AllianceBernstein. Daryl Clements joined AB in 2002 from a role in credit research. Drawn by the firm's reputation and potential for opportunity, he has played a key role in pulling the municipal market forward through relentless innovation. For Cleme…
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Felipe Toews of Toews Asset Management - The Behavioral Portfolio Book
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Today on the podcast, Rusty and Robyn are joined by Felipe Toews, Chief Executive Officer of the Toews Corporation and a Portfolio Manager of Toews Asset Management. Felipe Toews is Chief Executive Officer of the Toews Corporation and a Portfolio Manager of Toews Asset Management. His management strategies focus on creating “investor friendly” prod…
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Wade Pfau of Retirement Researcher - Retirement Income and RISA
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Today on the podcast, Rusty and Robyn are joined by Wade Pfau, Director of Retirement Research for McLean Asset Management, Founder of The Retirement Researcher and Co-Founder of the Retirement Income Style Awareness Tool. Wade D. Pfau, PhD, CFA, RICP® is the founder of Retirement Researcher, an educational resource for individuals and financial ad…
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Anmol Sinha of Capital Group - The Fixed Income Market and ETFs
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Today on the podcast, Rusty and Robyn are joined by Anmol Sinha, a Fixed Income Investment Director at Capital Group, home of American Funds. He has 15 years of investment industry experience and has been with Capital Group for one year. Prior to joining Capital, Anmol worked as an EVP - fixed income strategist at PIMCO. Before that, he was a consu…
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Russ Koesterich of BlackRock - Global Strategies and Market Outlook
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Today on the podcast, Rusty and Robyn are joined by Russ Koesterich, portfolio manager at BlackRock in Denver, CO. Russ Koesterich, CFA, JD, Managing Director and portfolio manager, is a member of the Global Allocation team and the lead portfolio manager of the GA Selects Model Portfolios. Mr. Koesterich's service with BlackRock dates back to 2005,…
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Meb Faber of Cambria Funds - A Wealth of Valuable Content and Most of It Is Free
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Today on the podcast, Rusty and Robyn are joined by Meb Faber, Co-founder and Chief Investment Officer of Cambria Investment Management. Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and ha…
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Jeff DeMaso of The Independent Vanguard Adviser - The Inside Scoop Into One of the World’s Largest Funds
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Today on the podcast, Rusty and Robyn are joined by Jeff DeMaso - editor and founder of The Independent Vanguard Adviser. Jeff was previously the co-editor and research director of The Independent Adviser for Vanguard Investors. He also served as Portfolio Manager, Director of Research and the interim CIO at Adviser Investments, LLC—a leading inves…
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Sue Thompson of Women in ETFs - The Keys to Leadership and Much More
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53:48
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Today, Rusty and Robyn are joined by Sue Thompson, co-founder of Women in ETFs. Sue Thompson is a strategic, dynamic Financial Services Executive who has distinguished herself by commercializing new trends in the financial services industry. Her expertise spans investment management distribution, strategy, competitive landscape, finance, marketing,…
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David Lau of DPL Financial Partners - Why You Should Consider Insurance and Annuities in Your Investment Plans
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Today, Rusty and Robyn are joined by David Lau, Founder and CEO at DPL Financial Partners. David Lau is widely recognized as an innovator and disruptor in the financial services industry. He is the Founder and Chief Executive Officer of DPL Financial Partners, a privately held financial services firm that specializes in the development and distribu…
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Bob Baker of Advanced Asset Management Advisors - An Outlook for 2025
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Today, Rusty and Robyn are joined by Bob Baker, President at Advanced Asset Management Advisors. Bob founded Advanced Asset Management Advisors in 1998, with the mission of creating a better client investment experience. Today, he remains heavily involved in carrying that vision forward, overseeing the daily management of the company. Bob received …
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Ep. 33 - Mike & Jennifer Crudden | 'Rosalind Candy' Family Legacy
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This week on The Boss Juice Podcast, we’re joined by Mike Crudden and Jennifer Crudden, co-owners of Rosalind Candy Castle, a family-owned chocolate company with a legacy that spans over a century. Founded in 1914, Rosalind Candy Castle has built a reputation for crafting chocolates of the highest quality. Rosalind Candy has been recognized as the …
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Brent Sullivan of Tax Alpha Insider - Should the Tax Tail Wag the Dog?
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Today, Rusty and Robyn are joined by This week, Rusty Vanneman and Robyn Murray talk with Brent Sullivan, Founder of Tax Alpha Insider. Brent Sullivan is a taxable investing specialist, blogger and software developer. He graduated from Cornell's Financial Engineering program, worked on PIMCO's trade floor, wrote code for Parametric Portfolio Associ…
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Savina Rizova of Dimensional Fund Advisors - It’s All About Research: The Latest Trends, How to Get the Best Data and Why It’s So Important
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Today, Rusty and Robyn are joined by Savina Rizova, Co-Chief Investment Officer and Global Head of Research at Dimensional Fund Advisors. Savina Rizova is Co-Chief Investment Officer and Global Head of Research at Dimensional Fund Advisors LP. She was named Co-CIO in 2024 and serves in that role alongside Gerard O’Reilly, who is also Co-Chief Execu…
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Rusty Vanneman and Robyn Murray of Orion - Year-End Review of The Weighing Machine
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Key Takeaways [03:45] - What are some of Rusty’s and Robyn’s all time favorite walk-up songs from The Weighing Machine? [06:03] - What led Rusty to start The Weighing Machine and what did he want to create with it? [09:27] - How did Robyn and Rusty come to be co-hosts of The Weighing Machine originally? [10:12] - What were three of their favorite p…
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Lunch Break 3 | Doug Smith | The Power of Selfless Service
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This week on The Boss Juice Podcast, we’re back with the third installment of our Lunch Break series, featuring an inspiring conversation with Doug Smith, host of the L3 Leadership Podcast and Assistant Executive Director at Light of Life Rescue Mission. Doug is a fellow Pittsburgh podcaster who has built a platform to engage with top-tier leaders,…
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Jack Sharry of LifeYield - Technology and Tax Efficient Investing
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Today, Rusty and Robyn are joined by Jack Sharry, Executive Vice President and Chief Growth Officer at LifeYield. Jack Sharry has been a financial industry innovator, collaborator and advocate for 40+ years. He served as an executive at Morgan Stanley, Putnam Investments, Virtus Investment Partners and now, LifeYield where he led sales, marketing, …
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Shana Sissel of Banrion Capital Management - The Risks and Rewards of Alternative Investing
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59:32
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Today, Rusty and Robyn are joined by Shana Sissel, Founder and Chief Executive Officer at Banrion Capital Management. For two decades Shana Orczyk Sissel has climbed the ladder of the financial services industry. As Founder, President & Chief Executive Officer of Banrion Capital Management Shana helps independent advisors navigate the complex world…
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Ep. 31 - Scott Colbert | From Ink to Inspiration
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This week on The Boss Juice Podcast, we’re joined by Scott Colbert, President and Owner of Champ Printing. With a long-standing reputation for meeting extreme deadlines and delivering the highest quality, Champ Printing has become a trusted name in printed communications. In this episode, Scott Colbert shares the journey of growing Champ Printing i…
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Nate Conrad of LifeX - A New Approach to Retirement Planning
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Today, Rusty and Robyn are joined by Nate Conrad, Head of LifeX at Stone Ridge. Nate formerly served as the Head of Markets at Stone Ridge and as the President of NYDIG. Prior to joining Stone Ridge in 2016, Nate worked at Goldman Sachs as a vice president in the Interest Rates Trading business. Nate received his BSE in Computer Information Science…
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Joel Shulman of EntrepreneurShares - The High Growth Potential of Entrepreneurial Investing
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1:07:18
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Today, Rusty and Robyn are joined by Joel Shulman and Eva Ados of EntrepreneurShares. Dr. Joel Shulman is the Founder/Managing Director/CIO of ERShares. His 25+ years of research at Babson College (#1 in Entrepreneurship) and best business book written while at Harvard, led to the formation of a proprietary investment model and the Entrepreneur Fac…
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