Podcast Episode Details

🎥 SageSpring Private Wealth's Winston Justice - from protecting star quarterbacks to protecting families' wealth

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Welcome back to the Alt Goes Mainstream podcast.

Today’s podcast is with an elite performer on and off the field who has gone from protecting quarterbacks to protecting families’ wealth.

We sit down with former NFL and USC star Winston Justice, whose entrepreneurial spirit that was stoked while he was still playing in the NFL has led to a successful and impactful career in wealth management.

He was recently named CEO at SageSpring Private Wealth, a $7B independent wealth management firm, as they look to grow organically and inorganically and expand their offerings in private markets for their clients.

A former NFL offensive lineman, Winston played for the Philadelphia Eagles, Indianapolis Colts, and Denver Broncos from 2006 to 2015. He also co-founded an early stage investment vehicle, MJC Capital, and Elixr, a gourmet café and coffee roastery, while he was playing. He also won 2010 Walter Payton Philadelphia Man of the Year Award for his community service.

He transitioned into financial services and wealth management post-career, starting at Wells Fargo Securities, where he specialized in institutional and family office advisory. He then was a portfolio manager at PIA’s Alternative Investment Group, and then an investment Manager at AllianceBernstein.

Winston and I had a fascinating conversation. We discussed:

* The parallels between sports and finance.

* How Winston navigated the transition from professional athlete to a finance professional.

* What stoked his entrepreneurial spirit.

* Why wealth management is so critical to people’s lives.

* Why culture fit is so important when integrating advisors into wealth management platforms through acquisition.

* How private markets can add to an advisor’s practice.

Thanks Winston for coming on the show to share your story, wisdom, and expertise.

Thanks for reading Alt Goes Mainstream! Subscribe for free to receive new posts and support my work.

Clip #1: Fear and purpose: how and why I prepared for life after the NFL.

Clip #2: People will talk about anything … but when it comes to their finances, they are very guarded.

Clip #3: What’s the wealth channel’s perspective on working with alternative asset managers?

A word from AGM podcast sponsor, Juniper Square

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And with Published on 1 month ago