Dollars and Sense

In this episode, we discuss our hopes, fears, and predictions for 2021. My co-host, Rick Monfred, a fellow principal and financial advisor at Bernstein Private Wealth Management, returns for this third episode of the podcast's second season. If you like this episode - or if you don't - please let me know. You can always reach me via email at David dot Greene at Bernstein dot com. Stay safe and healthy! Note to All Listeners: The information presented and opinions expressed are solely the...

My co-host, Rick Monfred, is - like me - a principal and financial advisor at Bernstein Private Wealth Management. In this episode, we discuss how we talk to our own children about money, and how we've helped clients with similar family discussions. If you like this episode - or if you don't - please let me know. You can always reach me via email at David dot Greene at Bernstein dot com. Stay safe and healthy! Note to All Listeners: The information presented and opinions expressed are...

This first episode of what might be a second season of Dollars and Sense is pretty different from last season's episodes. I don't have a guest with me on this episode - instead, I have a co-host. My co-host, Rick Monfred, is - like me - a principal and financial advisor at Bernstein Private Wealth Management. In this episode, we discuss how we're thinking about cash in the current environment. If you like this episode - or if you don't - please let me know. You can always reach me via email...

Bob London is the founder and CEO of Chief Listening Officers, a B2B insights and strategy firm. At Chief Listening Officers, Bob helps companies develop winning brand messaging strategies by uncovering deep, actionable market insights—what Bob sometimes refers to as the customers' Elevator Rant. Bob has served as a Chief Marketing Officer with both public and private technology companies and serves as an entrepreneur in residence at the University of Maryland's Dingman Center for...

Haven Pell began writing about politics in 2011 at the website he founded, LibertyPell. He expects to launch a new website, Pundificator.com, later this year. Prior to becoming the Pundificator, Haven was a navy officer, a lawyer, an investment banker, the director of a family office, and one of the co-founders of the Bernstein office in Washington DC. Haven was my mentor when I came to Bernstein in 2008, and even though he has retired from Bernstein, I still think of Haven as one of the...

Dante Disparte is the first Head of Policy and Communications for the Libra Association, a newly-formed organization that has brought together social impact organizations and a diverse group of leading businesses from around the world to create a simple global currency and financial infrastructure to empower billions of people. Dante comes to Libra with two decades of experience as an entrepreneur, business leader and global risk expert, most recently as founder and head of Risk...

Blake Allison is the founder and CEO of LifeCents. He also serves as chairman of VALOR USA, a national nonprofit financial education program for veterans, service members and their families which he founded 2012. In addition to his work at LifeCents, Blake serves on the Board of Directors for Consumer Credit Counseling Services of Maryland and Delaware (CCCSMD), a nonprofit financial counseling agency, and the eHome America National Advisory Committee, which promotes home-buyer education....

Enrico Cecchi is the managing director of the IDI Group Companies. IDI has developed some of the most memorable projects in the Washington metro area over the last thirty years, and continues to lead the condominium and apartment communities in innovation, design excellence, quality workmanship and customer service. At IDI, Mr. Cecchi is directly responsible for overseeing headquarters office management, project financing, asset management, property acquisition and selected zoning matters,...

Adam J. Volanth, PE, is president and Chief Executive Officer of Bohler Engineering. Adam is responsible for the leadership and strategic growth of Bohler’s 24 offices. He joined Bohler’s Pennsylvania region in 1992 and quickly became an integral part of the company’s success. Throughout his career, Adam has overseen many multifaceted projects, including the design of various commercial, residential and industrial developments. He is an active member of several influential organizations that...

With over 25 years of experience as a pilot and in aviation project management and worldwide business development, Michael Stoltzfus provides overall strategic direction, vision and leadership as President and CEO at Dynamic Aviation. Michael joined Dynamic Aviation, a family owned and operated company, in 1990. He started as a pilot and base manager, and went on to work in other roles, including Manager of Flight Operations, Vice President of Flight Operations, and Chief Operating...

Nakul Munjal is the founder and CEO of Status Identity, a cybersecurity firm based in the Washington DC area. Nakul has worked in cybersecurity since 2003. As part of the founding team for IBM Security Systems in New York, he helped multiple Wall Street banks and insurance companies navigate cybersecurity requirements resulting from the 2008 financial crisis. He is regarded as a subject matter expert in Identity and Access Management technologies. Nakul believes that by applying machine...