Todd Rich sits down with Bill Woodson, Co-Head & Managing Director of Cynosure Wealth Advisors for a thoughtful conversation on the purpose behind wealth, the evolution of family offices, and the personal experiences that shaped Bill’s worldview. Bill reflects on a childhood shaped by constant relocation, the discipline he built working through college, and an early career that moved unexpectedly from investment management to public accounting and eventually into the family office ecosyst...

Jimmy Weil joins Host Todd S. Rich on declarations. for a wide-ranging conversation about his upbringing in the Bronx, the lessons he learned on the streets and basketball courts, and the decades he spent building, scaling, and ultimately selling a national paint and coatings company. Jimmy reflects on inheriting a struggling family business, transforming it through niche products and strategic acquisitions, and navigating both near-failure moments and breakout wins. He also shares why he con...

In this episode of declarations., Host Todd Rich sits down with Michael Spies, Founder of Fuse Strategies, to explore a lifetime of insight at the intersection of global real estate, urban development, and innovation. Michael reflects on his early experiences growing up as the child of immigrants, his time in public service in New York City, and his 30-year career at Tishman Speyer leading global expansion and innovation. The conversation traces his journey from city planning to venture inves...

In this episode of declarations., Todd Rich is joined by Francisco Alvarez-Demalde, co-founder and managing partner of Riverwood Capital. Francisco shares how his upbringing in Argentina shaped his entrepreneurial spirit, how he defines success as the constant pursuit of building, learning, and creating opportunity for others and how he and his partners built a global growth equity platform focused on scaling technology businesses. Their discussion also covers lessons from cycles in the...

In this episode of declarations., Host Todd S. Rich sits down with Jack Dwyer, CEO of Capital Funding Bancorp, Inc. and CFG Bank, to explore his journey from accountant to founder of Capital Funding Group and owner of CFG Bank. Jack shares how his early years in New Jersey, family values, and a passion for entrepreneurship shaped his approach to business and leadership. The conversation covers the evolution of his one-stop shop model for healthcare financing, his strategic expansion into bank...

In this episode of declarations., Host Todd S. Rich sits down with Fred Klein for a deeply personal and wide-ranging conversation about law, legacy, and leadership. Fred reflects on a distinguished legal career shaped by meaningful mentorship, rigorous standards, and his enduring commitment to human connection. From his early influences at Mercersburg Academy to his pivotal role in Washington D.C.'s real estate legal landscape, Fred shares stories that illuminate how relationships, empathy, a...

In this episode of Declarations, host Todd Rich sits down with Dan Mueller and Les Baquiran, co-founders of Alpine Capital Advisors, to explore their unique paths from immigrant family upbringings to building a global placement and advisory firm. Dan and Les share how personal values like humility, resourcefulness, and long-term thinking have shaped Alpine’s cross-border business model. The conversation dives deep into the nuances of fundraising across geographies, the shifting behaviors of i...

In this episode of the declarations. podcast, Host Todd S. Rich welcomes Michael Glosserman, longtime real estate executive, member of Declaration's Real Estate Advisory Board and Trustee of JBG Smith, for a wide-ranging conversation about career evolution, institutional alignment, and the long-term view required to build something enduring. From growing up in a small Texas town to co-leading one of the most prominent real estate firms in Washington, DC, Michael shares pivotal lessons from hi...

In this episode of declarations., host Todd S. Rich sits down with Sean Plummer, founder of Haystack Capital Partners, for a thoughtful conversation on how high-net-worth families invest differently from institutions—and why that difference matters. With deep experience from his time at Fidelity Family Office Services and now as a trusted advisor to over 160 family offices, Sean shares how he's built a business around relationships, alignment, and thoughtful capital allocation. Sean reflects ...

In this episode of Declarations, host Todd S. Rich sits down with Jon Qvistgaard=Peterson, a seasoned entrepreneur and investor with deep roots in oil and gas, private equity, and automotive retail. From his family’s pioneering ventures in the energy sector to building Louisiana’s largest Honda dealership, Jon shares the philosophies that have guided his career and personal life. The conversation explores: Lessons in leadership and resilience from his grandfather, a Danish immigrant who found...

Host Todd S. Rich speaks with Marco Peschiera of Grupo Romero (GRIO / GRAM) to discuss the lessons he learned from his grandfather and the long-term approach he takes to investing on behalf of a multi-generational family office. https://www.declarationpartners.com/podcast Link to The Warren Buffett Way by Robert G. Hagstrom: https://a.co/d/a7ziNx5.

Kari Firestone of Aureus Asset Management sits with Host Todd S. Rich on the declarations. podcast to discuss the four R’s of risk as discussed in her book Even the Odds. https://www.declarationpartners.com/podcastEven the Odds: Sensible Risk-Taking in Business, Investing, and Life by Karen Firestone: https://a.co/d/9WcZ9V7Lush Life by Richard Price: https://a.co/d/6qtx57j

Robert Picard, Managing Director and Head of Alternative Investments at Hightower Advisors talks with Host Todd S. Rich about family-oriented investing with an institutional bar for quality, the Swiss Army, and more from a career investing in private markets. https://www.declarationpartners.com/podcast

Todd S. Rich, Co-Founder and Partner of Declaration Partners, welcomes Dave Roux, Co-Founder & Chairman of BayPine and formerly of Silver Lake. Dave provides his unique and authoritative perspective on the historical relationship between private equity and technology. Dave also tells us why he always cites The Odyssey when asked about what makes him happiest.https://www.declarationpartners.com/podcast

Bennett Goodman, Executive Chairman of Hunter Point Capital and formerly of Blackstone/GSO discusses the lessons he learned from his uncle: The three H's of hard work, honesty, and humility in this episode of the declarations. podcast with Host Todd S. Rich, Co-Founder and Partners of Declaration Partners.https://www.declarationpartners.com/podcast

David M. Rubenstein, Co-Founder and Co-Chairman of The Carlyle Group and principal owner of the Baltimore Orioles discusses investing and happiness on inaugural declarations. podcast with Host Todd S. Rich, Co-Founder and Partner of Declaration Partners.https://www.declarationpartners.com/podcast