Inside the Mind of a Financial Trailblazer with David Perkins (Ep.68)
It takes relentless determination to build a successful investment management firm from the ground up, defying all odds and turning adversity into triumph.
David Perkins, CEO and co-founder of Gondola Partners, is a testament to the power of grit, vision, and unapologetic determination in the world of investment management.
Through heartfelt storytelling, David emphasizes the significance of his four principles of success: clear vision, system creation, discipline, and passion. This insightful conversation reveals how these principles drove him to build an impressive career in alternative investment solutions, making it a must-listen for anyone intrigued by the fusion of inspiration and financial expertise.
Key conversations include:
- David’s incredible journey from financial hardship to success in investment management
- His four pillars of success
- The importance of caring for others, both personally and professionally, as a core leadership trait
- Innovative alternative investment opportunities, such as tax lien funds, and their impact on diversified portfolios
- And more!
Resources:
- No Experience Necessary: Make $100,000 a Year As a Stockbroker by Bruce Eaton
- Dr. Gerald Bell – Bell Leadership Institute
- Relentless Solution Focus: Train Your Mind to Conquer Stress, Pressure, and Underperformance by Dr. Jason Selk
Connect With Sweet Financial Partners:
- 1 (507) 235-5587
- meetingwithsweet.com
- meetingwithamber.com
- Sweet Financial
- LinkedIn: Bryan Sweet
- LinkedIn: Brittany Anderson
- Facebook: Sweet Financial Partners
- 📖 Get our book, “Dream Architecture” here
Connect With David Perkins:
About Our Guest:
David Perkins has more than three decades of investment management experience and a notable history of building, operating, and leading innovation-based firms.
As the founder of Gondola, David’s vision is to eliminate the many obstacles associated with implementing alternatives. Today, he continues his passion to challenge the status quo by unlocking unique alternative investments for a select group of Advisors.
David cofounded CAPTRUST, one of the largest Registered Investment Advisor firms in America with $630 Billion in Assets Under Advisement currently (as of January 2023). Prior to CAPTRUST, in 1990, David and Fielding Miller, partnered together to take the innovative fee-based advisory approach to the market at Interstate Johnson Lane. This Partnership later evolved into CAPTRUST. David received his Bachelor of Arts degree from the University of North Carolina at Charlotte and earned his designation as a Chartered Alternatives Investment Analyst (CAIA) in 2004.
The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
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