Get the app
Kay Campione
Executive Director and Senior Portfolio Manager at SpirePoint Private Client. Prior to co-founding SpirePoint, she worked as a case officer for the Central Intelligence Agency (CIA).
Best podcasts with Kay Campione
Ranked by the Snipd community
5 snips
May 8, 2025
• 51min
Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
chevron_right
Join Trent Leyda, Managing Director and Chief Investment Officer at SpirePoint, and Kay Campione, a former CIA officer turned Executive Director at SpirePoint, as they share their intriguing journey from wirehouse firms to building a legacy-focused family wealth office. They discuss the challenges of traditional wealth management, their commitment to client-centric service, and the importance of independence. Kay highlights her unique transition from intelligence to finance, while Trent emphasizes the value of teamwork in fostering strong client relationships.
The AI-powered Podcast Player
Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
Get the app
