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What Is FinTech? with Dani Fava, Episode #21

Today’s guest on Mitlin Money Mindset™ is Dani Fava. As the Head of Strategic Development, Dani works closely with Envestnet, Inc.’s business, product, and client-facing teams to advance and accelerate the firm’s strategic vision. Dani draws on more than 15 years of wealth management …

Adventures in South Africa with Craig Ziman, Episode #18

  Today’s guest on Mitlin Money Mindset™ is Craig Ziman, a South African national tourist guide. Craig was born and raised in Cape Town, South Africa. His family’s roots date back to 1735, and he is very passionate about his country. As a tourist guide, he’s been guid …

Death & Taxes on Your Terms with Jordan Linn, Episode #17

Today on Mitlin Money Mindset™ we are joined by Jordan Linn. He is a partner with Tannenbaum Helpern Syracuse & Hirschtritt’s trusts and estates practice group. Jordan brings an uncompromising commitment to providing each and every client with responsive, efficient, and sophisticated co …

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