[Top Agency Series] Lessons on Leadership, Legacy, and Learning With Ben Altman
Release Date: 02/12/2026
INspired INsider Podcast
Seth Deutsch is the Founder and Managing Partner of Samson Partners Group, a strategic advisory firm that helps founders build investor-ready companies and maximize value before a private equity exit. He has managed teams in over 80 countries, acquired more than 70 companies, executed four recapitalizations, and operated businesses with revenues from $25 million to $2 billion. Seth is the author of The Owner’s Manual and the creator of the Exit Value Realization System™ (EVRS), a framework that helps owners reduce risk, increase valuation, and prepare for successful transitions. In this...
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Bart Fanelli is the CEO and Co-founder of Skillibrium, an AI-driven revenue operating platform that aligns learning, execution, and coaching to help organizations scale high-performance revenue teams. With more than 25 years of revenue leadership experience, he has played key roles in scaling enterprise software companies, including Splunk, during a period of significant hypergrowth. He has worked with organizations from pre-IPO through post-IPO stages and is the co-author of The Success Cadence. Bart is recognized for building structured coaching frameworks that combine operational discipline...
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Ken McLoud is the Founder of Laconic Technology, a technology company focused on helping businesses harness the power of artificial intelligence and custom software to streamline operations, boost efficiency, and unlock growth. Drawing on his experience in AI engineering and strategic consulting, he partners with clients to design solutions that integrate smoothly with existing systems and deliver measurable business results. Prior to founding Laconic Technology, Ken worked as a Design Engineer at Ruger Firearms, where he leveraged his technical expertise to develop innovative products. In...
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David Rothstein is the CEO and Co-founder of Newsmatics, a next-generation news technology company dedicated to transforming the way organizations collect, analyze, and distribute information. Under his leadership, Newsmatics has grown to 70 employees and launched products like EIN Presswire, which processes 175,000 press releases annually, and Perspectify, a media bias tool. David’s career spans from pioneering internet publishing in 1990s Prague to building a network of 3,900 news sites and partnering with universities on innovation hackathons. He is passionate about using technology...
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Ben Altman is the CEO and Chief Investment Officer of Altman Advisors, a multi-family office he co-founded with his father in 2016 that serves high-net-worth families. The firm provides comprehensive wealth management, financial planning, and legacy planning services. Under Ben’s leadership, Altman Advisors has built a multi-generational client base, established a ten-year investment track record, and is pursuing GIPS® certification to uphold global best practices in investment performance reporting. An active member of YPO (Young Presidents’ Organization) and EO (Entrepreneurs’...
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Ghazenfer Mansoor is the Founder and CEO of Technology Rivers, a software company developing HIPAA-compliant web, mobile, and cloud-based healthcare software applications. As a seasoned advisor and investor in technology and healthcare, he has fulfilled roles as an architect, programmer, software engineer, user experience specialist, product developer, growth hacker, and chief technology officer. In this episode… Ever wondered why some apps become part of your daily routine while others disappear after a single use? Creating technology people truly love requires mastering retention, trust,...
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Alexander Landa is the Co-founder and CEO of Akiva, an AI-driven immersive learning platform that helps neurodivergent individuals build skills through engaging virtual reality lessons. Driven by his experience as a father navigating special education challenges, he founded Akiva to help families, clinicians, and educators foster meaningful progress. With over 25 years of leadership in software and tech startups, Alexander brings deep expertise in building and scaling innovative products. Under his leadership, Akiva continues expanding access to inclusive, science-backed learning experiences...
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CJ Bruce is the Founder and CEO of The Missing Ingredient, a Sacramento-based food marketing agency that helps healthful and sustainable food and beverage brands grow. The agency specializes in performance marketing, paid media, influencer campaigns, and AI-driven strategies. Since 2016, CJ has led a team of 15, working with brands like Amy’s Kitchen, Sumo Citrus, Baskin-Robbins, and Milk Bar. A certified plant-based chef and former food influencer, he combines his passion for food and technology to help brands stand out, connect with consumers, and scale. In this episode… What makes some...
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Dan Lee is a Partner at Pin High Strategies, a merchant banking and advisory firm serving independent sponsors and founder-led businesses on capital raising and strategic growth. He has spent 25 years investing in private companies across both debt and equity. Previously, Dan was a Partner at Garnett Station Partners and a co-founder of Comvest Capital Partners, which he helped grow from $250 million to $12 billion. He has partnered with more than 100 founders and small businesses to support long-term growth and value creation. In this episode… Strong businesses don’t grow from setbacks...
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Dan Lee is a Partner at Pin High Strategies, a merchant banking and advisory firm serving independent sponsors and founder-led businesses on capital raising and strategic growth. He has spent 25 years investing in private companies across both debt and equity. Previously, Dan was a Partner at Garnett Station Partners and a co-founder of Comvest Capital Partners, which he helped grow from $250 million to $12 billion. He has partnered with more than 100 founders and small businesses to support long-term growth and value creation. In this episode… Strong businesses don’t grow from setbacks...
info_outlineBen Altman is the CEO and Chief Investment Officer of Altman Advisors, a multi-family office he co-founded with his father in 2016 that serves high-net-worth families. The firm provides comprehensive wealth management, financial planning, and legacy planning services. Under Ben’s leadership, Altman Advisors has built a multi-generational client base, established a ten-year investment track record, and is pursuing GIPS® certification to uphold global best practices in investment performance reporting. An active member of YPO (Young Presidents’ Organization) and EO (Entrepreneurs’ Organization), Ben is focused on integrating AI to enhance client service and internal operations.
In this episode…
What separates financial advisors who consistently thrive from those struggling to keep pace in a rapidly evolving market? How do top advisors build enduring client relationships while navigating volatility, risk, and accelerating technological change? Increasingly, the answer lies at the intersection of legacy thinking, economic discipline, and AI-driven efficiency.
Ben Altman, a wealth management expert with multi-generational advisory experience, exemplifies how disciplined investment strategy, rigorous diversification, and thoughtful technology adoption define modern financial advisory success. Drawing on lessons from past market cycles, Ben emphasizes the importance of avoiding concentrated risk. He also highlights the value of leveraging AI tools, such as voice-to-text dictation and context-driven prompting, to streamline workflows and enhance real-time client responsiveness.
In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Ben Altman, CEO and Chief Investment Officer of Altman Advisors, to explore how family legacy, economic strategy, and AI converge in modern wealth management. They discuss how Ben utilizes AI to scale operations and the principles behind proactive client engagement. They also explore practical frameworks for building resilient, long-term relationships that prioritize personalized care, which is essential for trust.