Month: April 2026

JP Morgan’s Justin Nelson on the Emotional Side of Wealth Management

Finance has no shortage of quantitative benchmarks. Return rates, asset growth, client acquisition costs, and portfolio volatility are all tracked with precision. Justin Nelson, a Managing Director at J.P. Morgan Private Bank with nearly 30 years in the industry, believes these measures are useful but ultimately incomplete. Connecting Financial Decisions to Human Lives Nelson heads…

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Karl Studer: Building a Family Enterprise Designed to Last Generations

Karl Studer: Building a Family Enterprise Designed to Last Generations The ambition to build something that outlasts you is one of the more demanding forms of entrepreneurship. It requires a different kind of discipline — the willingness to plant trees whose shade you may never sit under, to make decisions whose benefits accrue to people…

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Inside the Acquisitions That Made Kelcy Warren’s Energy Transfer a Giant

The growth of Energy Transfer under Kelcy Warren was not accidental. It was the product of well-timed acquisitions, disciplined capital allocation, and a willingness to move fast when competitors hesitated. Over more than two decades, Warren assembled a portfolio of midstream assets that now stretches across 44 states and includes close to 125,000 miles of…

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