Tag: cryptocurrency

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17. The Wealthtech Landscape with LPL’s Gary Carrai

17. The Wealthtech Landscape with LPL’s Gary Carrai

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In this episode, David Armstrong is joined by Gary Carrai, former financial advisor, co-founder of Fortigent with Steve Lockshin, and currently executive vice president of LPL Financial in charge of third-party technology partnerships. Gary discusses the evolving affiliation options LPL Financial has opened for financial advisors and how he views the fintech ecosystem around wealth management, where he thinks LPL will turn next for fintech partnerships and his views in Cryptocurrency and artificial intelligence as it relates to financial advice. 

Gary discusses:

  • His career in financial services, including his early days as an advisor and selling his technology firm to Fortigent to LPL.
  • His current role overseeing wealth technology partnerships for LPL
  • What many advisors get wrong about their technology stack
  • The great bundled, to unbundled, to bundled again pendulum in technology ecosystems for independent advisors
  • How COVID-19 impacted financial advisors’ decision-making
  • LPL’s approach to cryptocurrency

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12. Christopher King on Advising Advisors About Cryptocurrency

12. Christopher King on Advising Advisors About Cryptocurrency

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As more RIAs become interested in managing cryptocurrency portfolios for their clients, several tech providers are trying to build easy access that fits into advisors’ existing workflows. 

In this episode, David Armstrong is joined by Christopher King, founder and CEO of Eaglebrook Advisors, on why advisors should consider crypto, why separately managed accounts are the best way to get access, early financial backers of Eaglebrook—including many well-known names in wealth management—and which companies he considers his biggest competitors (it’s not who you think, and it’s not an ETF.) Eaglebrook has made significant inroads, being adopted as the crypto platform by large RIA firms, including Mariner Wealth and Dynasty Financial. 

Christopher discusses:

  • Why advisors should bring cryptocurrency options to clients
  • What percentage of portfolios most advisors are dedicating to crypto on the platform. 
  • How he found big-name wealth management backers in the advice space, including Marty Bicknell of Mariner Wealth Advisors and Mark Casady, former CEO of LPL. 
  • How advisors are thinking about bitcoin as both a gold substitute and an appreciating asset class.

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About Our Guest:

Christopher is the founder and CEO of Eaglebrook Advisors, the largest separately managed account (SMA) platform in the crypto market, managing over $90 million in assets. Although he originally got involved in Bitcoin and digital assets in 2014, Christopher moved into the industry full time in early 2018 as a venture capital investor at Morgan Creek Capital. During his tenure, he executed deals into 16 crypto companies (e.g., Coinbase, BlockFi, Bitwise), four digital asset investment funds, and liquid digital assets such as bitcoin and ether. 

 

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