The CISI

Wealth Unwrapped: The CISI

Explore insightful discussions with top CEOs in Wealth Management, revealing their motivations, challenges, and sources of inspiration. Tune in for fresh perspectives!

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David Esfandi, CEO of Canaccord Wealth - Part 1

S1 E9 • 21 mins • Jul 23, 2025

Recent Episodes

Jul 23, 2025

David Esfandi, CEO of Canaccord Wealth - Part 1

S1 E9 • 21 mins

Jul 9, 2025

Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 2

S1 E8 • 24 mins

Jun 25, 2025

Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 1

S1 E7 • 27 mins

Jun 11, 2025

Andrea Montague, CEO of Brooks Macdonald - Part 2

S1 E6 • 25 mins

May 28, 2025

Andrea Montague, CEO of Brooks Macdonald - Part 1

S1 E5 • 22 mins

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