EP# 53: Unlocking Financial Success: Jeff Kastner's Journey with Roan Capital Partners
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What makes Jeff Kastner with Roan Capital Partners a good neighbor?
Unlock the secrets of financial success as Jeff Kastner, Chief Investment Officer of Roan Capital Partners, shares his incredible journey from a childhood immersed in investment to leading a thriving firm. Raised in a family where cracking pecans came with a side of financial wisdom, Jeff's early exposure to the world of investing paved the way for his stellar career. Discover how Roan Capital Partners has become a cornerstone in the Tri-Cities area since 2018, offering not just top-tier investment management but also a personal touch that ensures clients are educated and confident about their financial futures.
Join us for an engaging conversation as Jeff takes us through Roan's exciting expansion plans into Oak Ridge and Crossville, reinforcing their influence across East Tennessee. With his impressive educational achievements, including an MBA and a doctorate in business administration, Jeff’s insights are not to be missed. Whether you're just starting your financial journey or are a seasoned investor, you’ll find valuable lessons in Jeff's approach, shaped by mentorship and lifelong learning. Tune in to hear stories of growth, education, and the vital importance of building strong client relationships in the ever-changing world of finance.
What makes Jeff Kastner with Roan Capital Partners a good neighbor?
To learn more about Roan Capital Partners go to:
Roan Capital Partners
(423) 747-5936
78 episodes