Around the Track with Tim Bello

Описание: And they're off! Watch this episode featuring Shirl Penney, bringing you the Most Exciting 15 Minutes in Wealth Management. Tim Bello, Co-Founder & Managing Partner at Merchant, joins Shirl to answer eight rapid-fire questions, one for each furlong, to complete the journey together "Around the Track"

In this episode, Tim shares:
• His journey from early mentorship at Permal and SkyBridge Capital to co-founding Merchant, and how his experiences shaped a leadership philosophy rooted in hard work, accountability, and the importance of people over process.
• His vision for Merchant as a lifecycle partner, adapting to the evolving needs of independent firms through equity, credit, and strategic support, while maintaining a human-centered approach in a tech-driven industry.
• His perspective on the rise of independence in wealth management, why elite private wealth teams are choosing to break away, and how the pursuit of entrepreneurial freedom and client-centricity is redefining the future of financial services.