Shows
CAIS Live Conversations, Building With AltsBeyond Performance: Pam Perskie on Personalization in Modern Wealth Management (EP.20)Pam Perskie, CEO and Founder of Seven Mile Advisory, joins host Alex Cavalieri for a compelling conversation on the evolution of wealth, trust, and the modern advisor-client relationship. With over 20 years of experience in the multifamily office space, Pam shares how she built a firm centered on serving families with unique complexities—where personalization, not just portfolio performance, is the true north. In this episode, Pam breaks down how Seven Mile Advisory is rethinking what it means to be a family office—leveraging technology, integrating with best-in-class platforms like CAIS, and helping clients gain access to institutional-quality alter...
2025-09-1021 min
Fireside Product ManagementFour Harvard MBA's reflect 20 years after graduationTom Leung, David Hindman, Pam Perskie, and Rahul Mahendale reflect on Artificial Intelligence, Inflation, College Admissions, and Leadership lessons in general. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit firesidepm.substack.com
2023-06-111h 03
Between Now and SuccessWorking with Ultra-High-Net-Worth Families in a Multi-Family Office Structure with Pam PerskiePam Perskie is the Founder and CEO of Seven Mile Advisory, a multi-family office that works with clients who have significant financial complexity, including business owners, private equity professionals, real estate investors and operators, professional athletes, and entertainers. Pam and I discussed how a successful multi-family office operates, the profile of clients, how her firm charges for its services, the mindset advisors need to work with wealthy (and oftentimes famous) individuals, where alternatives fit in her clients’ portfolios, and the role that technology plays in delivering exceptional service.
2023-02-0648 min
the dreamcatchers podcastS3, E2: Bell Works How it WORKS Live: Financial WellnessThe Dreamcatchers moderate a LIVE panel of Financial Planners, Advisors, Gurus, and Guides for the monthly speaker series "HOW IT WORKS"... Get the Scoop from experts on this LIVE PODCAST (recorded 1.30.20) at the magical #metroburb, Bell Works of Holmdel, NJ. Listen, Learn, and get inspired by Keith Owitz of Edward Jones, Pam Perskie or AdvicePeriod, Elena Ladygina of Withum Wealth Management, John Marchetti of Monarch Benefit Advisors, and Kapil Rathi of Crypto & Blockchain!
2020-02-061h 39
Authors on the AirLanny Larcinese talks about crime fiction writing, the Crime Writers Caravan and more on Authors on the AirAuthors on the Air host Pam Stack welcomes author Lanny Larcinese to the studio.
ABOUT LANNY: Lanny is a native mid-westerner and dyed-in-the-wool city guy transplanted to the City of Brotherly Love where he has been writing fiction for seven years. His prize-winning short stories and non-fiction have appeared in magazines and online publications. When not writing, he lets his daughter, Amanda Kohn, charm him out of his socks, and works at impressing his longtime companion and artist Jackie Perskie, who is his first-eyeballs reader and helps keep his work visual. Lanny is very active in the wri...
2020-01-2139 min
Authors on the Air Global Radio NetworkLanny Larcinese on writing, the Crime Writers Caravan and more on Authors On The AirAuthors on the Air host Pam Stack welcomes author Lanny Larcinese to the studio.
ABOUT LANNY: Lanny is a native mid-westerner and dyed-in-the-wool city guy transplanted to the City of Brotherly Love where he has been writing fiction for seven years. His prize-winning short stories and non-fiction have appeared in magazines and online publications. When not writing, he lets his daughter, Amanda Kohn, charm him out of his socks, and works at impressing his longtime companion and artist Jackie Perskie, who is his first-eyeballs reader and helps keep his work visual. Lanny is very active in the writing community, supportive...
2020-01-2139 min
Authors on the AirAuthor Lanny Larcinese & I DETEST ALL MY SINS on Authors on the AirAuthors on the Air host Pam Stack welcomes author Lanny Larcinese to the studio to discuss his books.
About Lanny: Lanny Larcinese is a native mid-westerner and dyed-in-the-wool city guy transplanted to the City of Brotherly Love where he has been writing fiction for seven years. His prize-winning short stories and non-fiction have appeared in magazines and online publications. When not writing, he lets his daughter, Amanda Kohn, charm him out of his socks, and works at impressing his longtime companion and artist Jackie Perskie, who is his first-eyeballs reader and helps keep his work visual. Lanny is very active...
2018-11-2229 min