AI in Wealth Management with Leslie Norman

The Blessings and Burdens of Family Enterprise with Christin McClave

In this episode, Derek Wittjohann, COO of Premier Path Wealth Partners, sits down with Christin Cardone McClave, advisor at Legacy Capitals and former COO and CHRO of CARDONE Industries, a third-generation family enterprise with more than $1.2 billion in revenue and 5,000 employees. As both a family shareholder and senior executive, Christin played a key role in guiding the company through generational leadership transitions, organizational transformation, and ultimately a successful acquisition by a global private equity firm. Together, they discuss succession planning, preparing the next generation for leadership, navigating the emotional side of a business transition, and balancing family dynamics with long-term business success. Christin also shares lessons from her own journey—from building a career outside the family business to returning to help lead one of the nation's largest family-owned enterprises through a pivotal chapter in its history. Whether you're a business owner, family shareholder, or part of the rising generation, this conversation offers valuable insights on leadership, legacy, and creating a successful transition while preserving the relationships that matter most. Important Disclaimer: Premier Path Wealth Partners is registered as an investment adviser with the United States Securities and Exchange Commission. SEC registration does not constitute an endorsement of the Firm by the Commission, nor does it indicate that the Firm has attained a particular level of skill or ability. The material discussed in this episode is provided for informational purposes only and should not be taken as tax, legal or investment advice. Any market information is from sources deemed reliable and may be the opinions of investment professionals, but you should consult your financial advisor for further assistance. Past performance of investment, sector, or index is not indicative of future results. Please refer to Premier Path's disclosure documents for further information concerning specific products or services.

Aged to Perfection: Building a Wine Empire with Gary Fisch

In this episode, Michael Lehman of Premier Path sits down with Gary Fisch, founder of Gary’s Wine and Marketplace, to discuss his nearly 40-year journey building one of New Jersey’s most respected retail brands. Gary shares how he started with a small store in 1987 and grew it into a nationally recognized name in wine retail through grit, timing, and a relentless focus on customer experience. They explore the realities of entrepreneurship, navigating economic downturns, expanding into Napa Valley, and balancing growth with quality of life. Gary also reflects on family business dynamics, including the importance of buy-sell agreements and the role his son played in modernizing the company during the pandemic. The conversation also touches on the future of retail, including AI, evolving consumer habits, and why hospitality and “guest experience” remain at the heart of everything Gary builds. A thoughtful look at leadership, legacy, and what it really takes to build a lasting business rooted in relationships. Important Disclaimer: Premier Path Wealth Partners is registered as an investment adviser with the United States Securities and Exchange Commission. SEC registration does not constitute an endorsement of the Firm by the Commission, nor does it indicate that the Firm has attained a particular level of skill or ability. The material discussed in this episode is provided for informational purposes only and should not be taken as tax, legal or investment advice. Any market information is from sources deemed reliable and may be the opinions of investment professionals, but you should consult your financial advisor for further assistance. Past performance of investment, sector, or index is not indicative of future results. Please refer to Premier Path's disclosure documents for further information concerning specific products or services.

Investment Philosophy in Action: A Conversation with CIO Brian Glenn

In this episode of the Premier Path Podcast, CEO Michael Lehman sits down with CIO Brian Glenn to explore what it really means to put investment philosophy into action.   Brian walks through his role as Chief Investment Officer at Premier Path Wealth Partners, explaining how client goals, liquidity needs, and long-term outcomes shape every decision. They discuss key topics including public vs. private markets, the role of alternatives, active and passive investing, direct indexing for tax efficiency, and why staying invested matters more than trying to time the market.   Whether you’re an investor looking to understand portfolio strategy or simply curious how financial leaders think about risk and growth, this episode provides practical insights into the disciplined approach that drives client success.   Some investments discussed are only available to accredited investors and qualified purchasers as defined by applicable securities laws. Prospective investors should consult their financial professional to determine suitability.

Building Success From The Ground Up with Jessica Walker

In this episode of the Premier Path Podcast, Brian Glenn, Private Wealth Advisor and CIO, sits down with Jessica Walker—entrepreneur, business leader, and founder of the J Walker Salon Group. Jessica shares how she built a multi-location beauty and wellness business starting at just 19 years old, along with lessons on leadership, resilience, and growing a business through both opportunities and challenges. The conversation also explores the importance of mentorship, community involvement, and building confidence—both in business and in life.

AI in Wealth Management with Leslie Norman

In this episode of the Premier Path Podcast, COO Derek Wittjohann sits down with Leslie Norman, Chief Technology Officer at Dynasty, to discuss how technology strategy and innovation are shaping the future of independent financial advisors. Leslie shares insights from her role leading Product and Engineering, Information Technology, Cyber Security, and Technology Services across the Dynasty Network, and how her teams help advisors get the most from their technology stack. Drawing on her experience at Raymond James, where she helped design award-winning advisor tools and modernize back-office operations, Leslie offers a behind-the-scenes look at what it takes to deliver scalable, secure, and meaningful tech solutions in wealth management. A must-listen for advisors interested in the intersection of technology, operations, and client experience. Important disclaimer: Premier Path Wealth Partners is registered as an investment adviser with the United States Securities and Exchange Commission. SEC registration does not constitute an endorsement of the Firm by the Commission, nor does it indicate that the Firm has attained a particular level of skill or ability. The material discussed in this episode is provided for informational purposes only and should not be taken as tax, legal or investment advice. Any market information is from sources deemed reliable and may be the opinions of investment professionals, but you should consult your financial advisor for further assistance. Past performance of investment, sector, or index is not indicative of future results. Please refer to Premier Path\'s disclosure documents for further information concerning specific products or services.