Onward: When & How to Engage an Investment Banker with John Stewart
Release Date: 02/03/2023
Onward: Insights from a Serial Entrepreneur, Steve Zuckerman
The Inside Edge
We’re pleased to welcome Steve Zuckerman, a seasoned entrepreneur, former attorney and investment banker, for a compelling conversation with Ghislain Gouraige, CEPA®, Parter at NewEdge Wealth. Steve’s professional journey from corporate law to investment banking to building and exiting multiple ventures offers a rare blend of strategic insight and real-world experience. In this episode, he reflects on the early life experiences that shaped his entrepreneurial mindset, the cross-disciplinary lessons gained from practicing law and structuring complex deals in banking and what it truly takes...
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Onward: Beyond the Handshake with Laurie Barkman
The Inside Edge
Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth meets with Laurie Barkman, a Business Transition Advisor and adjunct Professor of Entrepreneurship at Carnegie Mellon University. Laurie is host of the podcast series, Succession Stories, and author of the Business Transition Handbook. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit
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Onward: Understanding Roll-Up Strategies with Geoff Eliason
The Inside Edge
Geoff Eliason, CEO & Principal at SDR Ventures, and Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, as the two discuss what a roll-up is and some of the areas where they see them happening. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit
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Onward: Family Office 101, The Ins and Outs with Josh Kanter
The Inside Edge
Karen Glassman, Managing Director at NewEdge Wealth, meets with Josh Kanter, CEO of leafplanner, to share his experience running his family office. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit
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The Executive Edge: Resilience, Routine, and the Road Ahead with Bob Higgins
The Inside Edge
From his humble beginnings in Lewisburg, Kentucky, to his transformative experiences in the U.S. Air Force and beyond, Bob Higgins, President and CEO of Barge Design Solutions, shares valuable insights into leadership, resilience, and continuous learning. Join host Rich Ina as he navigates through Bob’s career trajectory, highlighting pivotal moments such as his foray into generative AI and his innovative approaches to talent retention and recruitment. Bob’s commitment to personal growth and community impact shines through as he discusses his leadership philosophy, daily routines, and the...
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Onward: Why You Need a Financial Quarterback During a Deal
The Inside Edge
Partners and advisors across NewEdge Wealth share stories about the importance of finding your financial quarterback and the significant role they play. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit
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Onward: How Private Equity Shapes Entrepreneurial Outcomes with Alain Toto
The Inside Edge
Alain Toto, Managing Director at Waterfall Asset Management, joins Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, to discuss the role private equity firms can play in a transaction and how business owners should be prepared. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit
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The Executive Edge: Lessons in Leadership and Legacy with Bob McCann
The Inside Edge
Rich Ina, Partner at NewEdge Wealth, sits down with Bob McCann, Co-Chairman of NewEdge Capital Group. Mr. McCann spent the first 26 years of his career at Merrill Lynch, beginning as a trader and rising through the ranks to lead one of the world’s largest wealth management businesses as Vice Chairman and President of Global Wealth Management. In 2009, UBS Wealth Management named Mr. McCann Chief Executive Officer of UBS Wealth Management Americas. Listen in as Bob shares insights from his impressive career and what he’s learned along the way. Want to learn more about The Executive Edge...
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Onward: When & How to Engage an Investment Banker with John Stewart
The Inside Edge
Karen Glassman, Managing Director at NewEdge Wealth, joins Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, as he sits down with John Stewart, Co-Founder of CreoValo. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit
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Onward: From Travel to Transformation with Doug Knight
The Inside Edge
Robin Petty, Managing Director and Head of Wealth Strategy at NewEdge Wealth sits down with Doug Knight, Chief Executive Officer at WorldTEK Travel Management. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit
info_outlineKaren Glassman, Managing Director at NewEdge Wealth, joins Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, as he sits down with John Stewart, Co-Founder of CreoValo.
Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions.
Want to learn more about the Onward series? Visit newedgewealth.com/onward.