rock-harbor-llc

In The Harbor -Spencer Jakab

Fri, 17 Apr 2026 19:04:50 GMT

Markets, Media, and Cutting Through the Noise with Spencer Jakab of the Wall Street Journal

In the Harbor | Episode 26 featuring Spencer Jakab,

In this episode of In the Harbor, Jason Johns sits down with Spencer Jakab — the sharp, witty voice behind The Wall Street Journal's must-read Markets A.M. newsletter and one of the most respected names in financial journalism.

Spencer's career spans elite financial journalism and institutional investing. He has led Heard on the Street, written for the Financial Times, worked as a top-rated equity analyst at Credit Suisse, and authored two acclaimed investing books: Heads I Win, Tails I Win and The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors. In short, he has seen markets from just about every angle — and this conversation reflects that depth.

We discuss what professional investors are missing right now, how headlines distort real market opportunities, and the lessons to be drawn from meme stocks, market manias, and retail speculation. Spencer also shares why great investing often means avoiding the crowd — and how he builds one of the most-read daily market briefings in finance each morning.

If you're interested in markets, media, psychology, and what really matters for investors in today's noise-filled environment, this one is well worth your time. Like, follow, and subscribe to In the Harbor wherever you get your podcasts.

Episode Description:

Spencer Jakab of The Wall Street Journal joins In the Harbor for a candid conversation on markets, media, and the psychology of investing. As the voice behind Markets A.M. and author of two acclaimed investing books, Spencer brings a rare perspective — part journalist, part analyst, part behavioral economist. From the lessons of GameStop to what professional investors are getting wrong right now, this episode cuts through the noise and gets to what actually matters for investors today.

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In The Harbor -Charlie Schaefer

Mon, 06 Apr 2026 13:34:16 GMT

From Ralph Lauren to Building Greyson: The Story Behind One of Golf's Fastest-Growing Brands

In the Harbor | Episode 25 featuring Charlie Schaefer, Founder of Greyson Clothiers

In this episode of In the Harbor, we sit down with Charlie Schaefer, founder of Greyson Clothiers, to hear the story behind one of the most exciting brands in golf and lifestyle apparel today.

Charlie walked away from Ralph Lauren to build something from scratch — and what followed was a brand that has redefined what golf style can look like. Worn by tour players like Justin Thomas and Jon Rahm, Greyson has carved out a distinct space at the intersection of performance and luxury, and Charlie breaks down exactly how it got there.

In this conversation, Charlie shares why he felt traditional golf apparel was missing the mark and what it took to build a premium brand from day one. We dig into the role of identity, storytelling, and community in Greyson's growth, how strategic athlete partnerships and positioning shaped the brand's trajectory, and where golf culture is headed next.

Whether you're interested in entrepreneurship, brand building, or simply the business behind modern lifestyle trends, this is a conversation you won't want to miss. Tune in wherever you listen to podcasts.

Episode Description:

What does it take to walk away from a legacy brand and build something entirely your own? Charlie Schaefer, founder of Greyson Clothiers, joins In the Harbor to share the story behind one of golf's fastest-growing names in apparel. From challenging the conventions of traditional golf style to landing on the backs of tour players like Justin Thomas and Jon Rahm, Charlie breaks down the brand-building playbook behind Greyson — and what the future of golf culture looks like.

A must-listen for entrepreneurs, brand enthusiasts, and anyone who loves the game.

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In The Harbor -Rich Consul

Mon, 23 Mar 2026 13:09:45 GMT

Making Sense of the Polycrisis: What Markets Are Actually Telling You

In the Harbor | Episode 24 featuring Rich Consul of Bankers Edge

The headlines are loud right now: geopolitical tension, private credit concerns, energy market volatility, rising interest rates, gold and silver surging. And yet, markets are holding up. So what's really going on?

In Episode 24 of In the Harbor, we sit back down with repeat guest Rich Consul of Bankers Edge to unpack what he calls the " Polycrisis " — a macro environment where multiple major forces are colliding at the same time. Rich shares his framework for cutting through the noise, including his weekly practice, " Rich's Weekend Five ," where he translates the week's most important headlines into what actually matters across five key markets: the dollar, energy, stocks, yields, and gold.

In this conversation, Rich breaks down why today's environment is simultaneously risk-off and inflationary, why traditional market relationships may be breaking down, and what the consumer balance sheet tells us about liquidity. We also dig into the rotation from large caps into small and mid caps, what's real vs. overblown in the private credit conversation, and why energy may be the single most important variable to watch right now.

Episode Description:

It feels like everything is happening at once — and in many ways, it is. In this episode, Rich Consul of Bankers Edge joins us to make sense of the " Polycrisis " : a collision of geopolitical tension, energy volatility, rising rates, surging gold, and growing questions around private credit.

We discuss also discuss:

Why markets are holding up despite the chaos
Rich shares his " Weekend Five " framework for focusing on what actually matters
Offers his take on where the real risks and opportunities lie

A must-listen for advisors and investors navigating today's complex macro environment. Whether you're an advisor trying to communicate a complex macro picture to clients or an investor looking for a clearer framework, this episode is built for you. Tune in wherever you listen to podcasts:

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In The Harbor -Brent Centlivre

Fri, 27 Feb 2026 15:16:09 GMT

In this episode of In the Harbor, we sit down with Brent Centlivre, senior leader at Lindblad Expeditions.

He is a pioneer in expedition travel known for immersive, science-driven voyages to some of the most remote and extraordinary places on earth.

Lindblad partners with National Geographic to deliver exploration experiences that blend adventure, conservation, photography, and education — from Antarctica and the Galápagos to Alaska and the Arctic.

Brent brings deep expertise in the business of experiential travel — from understanding evolving consumer demand to navigating capital intensity, fleet management, and global operations in a highly specialized segment of the travel industry. His perspective sits at the intersection of adventure, hospitality, logistics, and long-term brand building.

He joins In The Harbor to discuss trends in expedition travel, what today’s affluent traveler is really seeking, and how Lindblad continues to differentiate in an increasingly crowded luxury landscape.

Episode Description:

What does it take to operate in some of the most remote places on earth — and build a premium brand around exploration?

In this episode of In The Harbor, we sit down with Brent Centlivre of Lindblad Expeditions to explore the evolution of expedition travel and the business behind it. We discuss:

The rise of experiential luxury and why travelers are prioritizing meaning over material
How Lindblad’s partnership with National Geographic shapes brand, credibility, and demand
Fleet economics, capital allocation, and the operational complexity of expedition cruising
The surprising demographics driving growth in adventure travel
Sustainability, conservation, and aligning mission with margin
How expedition travel behaves through economic cycles

For financial advisors and business owners, this conversation touches on more than just travel. It’s about brand durability, capital intensity, consumer psychology, and the power of differentiated experiences.

Because at the end of the day, wealth isn’t just about accumulation — it’s about access.

��️ Sports. Leisure. Finance.
There’s more to life than markets.

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In The Harbor -Lacey Shrum

Tue, 17 Feb 2026 15:01:06 GMT

In this episode of In the Harbor, we sit down with Lacey Shrum, attorney, former CCO, and founder of Smart Kx. Every RIA.

Hi, I’m Lacey Shrum — attorney, former CCO, and founder of Smart Kx. Every RIA I worked with was stressed about fee billing. Calculating and collecting fees is hard enough, documenting and analyzing them adds another layer of complexity. I built Smart Kx to fix that.

Most RIAs don’t actually know their revenue numbers or how to change them. Smart Kx helps you take control: report on revenue, analyze your fees, and confidently execute changes. It’s automated, compliant, and built from real user feedback.
Besides being the expert on RIA fees... I like to talk about geopolitics, monetary policy and history; I've testified as an expert witness in cryptocurrencies x2.

Follow me for fee discussions, dry humor and the occasional parenting hack.

If your billing processes are manual, inconsistent, or expensive to maintain… we can help. Our goal is to make sure firms know their revenue, charge what they’re worth, and do it in a way that scales.

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In The Harbor -Josh Pantony

Mon, 02 Feb 2026 16:43:21 GMT

In this episode of In the Harbor, we sit down with Josh Pantony, Founder and CEO of Boosted.ai, to explore how AI is reshaping not just investment research—but the business of advice itself.

With a background spanning capital markets, data science, and applied machine learning, Josh has spent his career focused on one core problem: helping advisors and investors make better decisions faster—without sacrificing rigor, transparency, or trust.

Under Josh’s leadership, Boosted.ai has developed Alfa, a conversational and agentic AI platform that integrates directly into real-world investment workflows. Beyond portfolio construction and macro analysis, Josh is especially focused on how AI can help advisors scale their impact—from generating differentiated insights to improving how they identify, engage, and communicate with prospective clients.

Josh is a frequent speaker on the future of AI in wealth management, with a practical, advisor-first perspective on using technology as a force multiplier—not a replacement—for human judgment and relationship-driven advice.

We start with Josh’s career arc and the founding of Boosted.ai, then unpack what agentic AI really means versus traditional large language models. From there, the conversation expands into how advisors are using AI to move faster and smarter across their workflows—from macro research and portfolio construction to prospecting and client acquisition.

Josh explains how AI can help advisors surface timely, relevant insights that spark better conversations with prospects, personalize outreach at scale, and spend less time searching for information—and more time building trust. We also dive into Boosted’s work around voice and conversational interfaces, why spoken interaction is a natural evolution for research and prospecting, and how advisors can stay compliant while embracing these tools.

We close with a forward-looking discussion on what the advisor of the future looks like—and why AI may ultimately make the human side of advice more valuable, not less.

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In The Harbor -Jenn Lee

Mon, 19 Jan 2026 21:41:31 GMT

Join Jason Johns & Scott Lindsay as they sit down with President/CMO of Travel Planners International and Vacation Planners to discuss trends in travel, the evolution of the travel advisor and the role TPI is playing a critical role for travel advisors across the country.

With over 30 years of experience building, managing, and training sales teams for Fortune 500 companies like Ryland Homes and Premiere Farnell, it’s no wonder TPI picked Lee to fulfill the new position of VP of Sales & Marketing. Her natural talent for elevating companies to the next level began in the early 80’s as one of Marriott Vacation Club’s first employees where she cut her teeth working with the company in its’ infancy and helping it rapidly grow.

Software Support, Inc. was next on Lee’s list, working in a fast-paced entrepreneurial environment alongside the owner as they developed the first-ever, 24-hour technical support company for the emerging personal PC market. Fast forward to 2008, Lee left the corporate grind behind and launched her consulting and speaking business on a mission to help America’s entrepreneurs make good decisions with where they spend their time and resources, “Working with crazy, sleep deprived entrepreneurs is what gets me out of bed at 5:00am every morning!”

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In The Harbor -Patrick Manning

Fri, 02 Jan 2026 20:53:45 GMT

In this episode of In The Harbor, we sit down with Patrick Manning Founder & CEO at Manning Ventures

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In The Harbor -Ashley Marks

Fri, 19 Dec 2025 20:49:32 GMT

In this episode of In The Harbor, we sit down with Ashley Marks, Co-Founder and Co-Managing Partner of Cordillera Investment Partners

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In The Harbor - Chuck Proctor

Fri, 05 Dec 2025 20:44:28 GMT

In this episode of In The Harbor, we sit down with Chuck Proctor, a seasoned spread trader specializing in 30-year Treasury bond futures.

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In The Harbor - Shana Sissel

Fri, 21 Nov 2025 20:39:56 GMT

In this episode Jason Johns interviews Shana Sissel

Shana Orczyk Sissel, CAIA, widely recognized as "The Queen of Alternatives," is the Founder and CEO of Banríon Capital Management, where she is dedicated to empowering independent financial advisors with innovative solutions

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In The Harbor - Bob Elliott

Fri, 07 Nov 2025 20:34:09 GMT

Jason Johns and Mackey Daniel sit down with Bob Elliott to discuss his journey

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In The Harbor - Rich Consul & Mitch Vermet

Mon, 27 Oct 2025 20:28:34 GMT

Join Jason Johns as he sits down with Rich Consul and Mitch Vermet of Bankers Edge Advisory to discuss the credit landscape

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In The Harbor - Paul Zimmermann

Wed, 10 Sep 2025 20:20:48 GMT

In this special episode of In The Harbor, Jason Johns interviews Paul Zimmermann

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In The Harbor -Lee Moffie

Wed, 27 Aug 2025 20:16:24 GMT

In this special episode of In The Harbor, Jason Johns interviews Lee Moffie

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In The Harbor - Andrew Fentress

Thu, 24 Jul 2025 12:32:30 GMT

In this special episode of In The Harbor, Jason Johns interviews Andrew Fentress, Managing Partner at ACRES Capital.

ACRES is a commercial real estate middle-market lender leveraging their deep expertise, robust network of relationships, and the latest technology. ACRES builds long-term client relationships with a results-oriented approach, producing innovative solutions swiftly and efficiently. Our team of real estate finance professionals provide creative and tailored solutions for complex financial transactions.

About Andrew Fentress
Andrew Fentress is a Managing Partner at ACRES Capital and Chairman of the Board of ACRES Commercial Realty Corp. He co-founded ACRES in 2012 and leads the firm’s capital markets efforts.

Before founding ACRES, Andrew was a Managing Director at Napier Park Global Capital and a founding/Managing Partner of Medley Capital, where he helped scale the firm to $5B in AUM. He began his career at Morgan Stanley overseeing global trading operations in TMT sectors.

Andrew holds a BA in Political Science from Boston College and an MBA from UNC’s Kenan-Flagler Business School.

Listen to this episode on your favorite podcast service

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In The Harbor - David Kwong

Wed, 09 Jul 2025 20:10:15 GMT

In this special episode of In The Harbor, Jason Johns interviews David Kwong

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Congratulations "Mackey" Daniels on his 10 Year Anniversary

Wed, 09 Jul 2025 13:53:47 GMT

Happy Anniversary Mackey! Cheers to 10 years!

This month we celebrate Thomas "Mackey" Daniel and the 10 years he has dedicated to the Rock Harbor Team. Thank you for your unwavering dedication, hard work, and continued success.

In The Harbor - Dr. Nouriel Roubini

Mon, 30 Jun 2025 15:39:37 GMT

In this special episode of In The Harbor, Jason Johns and Scott Lindsay are joined by one of the most influential macroeconomists of our time—Dr. Nouriel Roubini .

Known for his prescient views on global risks and financial crises, Dr. Roubini brings decades of policy, academic, and investment experience to the conversation.

Together, they unpack today’s complex macro environment—touching on everything from debt sustainability and geopolitical instability to the transformative impact of AI and technology. Most importantly, they connect the dots for financial advisors and investors: how do these global dynamics translate to real-world portfolio construction?

Dr. Roubini is CEO of Roubini Macro Associates, Chief Economist at Atlas Capital Team, and Co-Founder of Rosa & Roubini Associates. He has advised the White House, the U.S. Treasury, and served as a professor of economics at NYU and Yale.

This is a must-listen for anyone looking to better understand the forces shaping our economic future—and how to navigate them with clarity and confidence.

From his early days at Heidelberg College to becoming the voice behind NHL Tonight and the creator of the #BucciOvertimeChallenge, Bucci shares how he carved a path through the world of sports broadcasting.

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Welcome to the Team Zach Kozlowski

Tue, 17 Jun 2025 21:00:36 GMT

Welcome to the Team Zach Kozlowski!

Please join us in welcoming Zach Kozlowski to Rock Harbor! Zach will be a Regional Sales Associate serving serving our clients in the Wholesale market. We're excited to have him join the team and look forward to the expertise and experience he brings to our team and the clients he serves.

Welcome to the Team Alexander Pinter!

Tue, 17 Jun 2025 20:58:16 GMT

Welcome to the Team Alexander Pinter!

Please join us in welcoming Alexander Pinter to Rock Harbor! Alexander will be a Regional Sales Associate serving serving our clients in the Wholesale market. We're excited to have him join the team and look forward to the expertise and experience he brings to our team and the clients he serves.

In The Harbor - Chandler Withington

Mon, 09 Jun 2025 20:04:07 GMT

In this special episode of In The Harbor, Jason Johns interviews Chandler Withington

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In The Harbor - Don Connelly

Wed, 28 May 2025 19:56:25 GMT

In this special episode of In The Harbor, Jason Johns welcomes Don Connelly

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In The Harbor - John Buccigross

Tue, 20 May 2025 19:36:55 GMT

In this episode of In The Harbor, we’re joined by longtime ESPN anchor and the face of hockey coverage, John Buccigross.

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Introducing In The Harbor Podcast

Mon, 14 Apr 2025 13:52:42 GMT

Rock Harbor is Expanding - Join Our Team!

Tue, 19 Nov 2024 16:50:29 GMT

Rock Harbor is Expanding - Join Our Team!

Rock Harbor is expanding! We are hiring a Wholesaler to cover Minnesota Wirehouses, Independents and RIA’s. You can visit our website or contact Scott Lindsay at slindsay@rockharborteam.com today to learn more about this position. Join our team and experience The Rock Harbor Difference!

Welcome to the Team Jason Johns!

Thu, 14 Nov 2024 20:37:35 GMT

Welcome to the Team Jason Johns!

Please join us in welcoming Jason Johns to Rock Harbor! Jason will be a Regional Sales Director serving Registered Investment Advisors. We're thrilled to have you on board and look forward to the expertise and experience you bring to our team and the advisors we work with.

Welcome to the team Phil Joyce!

Wed, 25 Sep 2024 16:43:07 GMT

Welcome to the Team Phil Joyce!

Please join us in welcoming Phil Joyce to the Rock Harbor Team! Phil will be covering the New England territories as Regional Sales Director. With his experience and passion for building strong client relationships, we are excited to see the positive impact he will make on our team. Welcome aboard Phil!

Welcome to the Team Michael Dennehy!

Wed, 25 Sep 2024 16:42:58 GMT

Welcome to the Team Michael Dennehy!

Please join us in welcoming Michael Dennehy to Rock Harbor! Mike will be Regional Sales Director, covering Illinois and Wisconsin. With a proven track record in sales and account management, Mike will be a great addition to our team!

Happy New Year!

Fri, 05 Jan 2024 23:54:23 GMT

Happy New Year from our team at Rock Harbor!

We are thrilled to start 2024 with four excellent additions to our team, and still a few territories we are looking to fill. Welcome aboard gentlemen, and let's make it a great year!

Welcome to the Team Walter Kulp!

Fri, 29 Dec 2023 19:16:36 GMT

Welcome to the Team Walter Kulp!

Rock Harbor is happy to introduce Walter P. Kulp, CIMA® to the team. Walter has over 26 years of experience with investment strategies, mutual funds and ETFs. We look forward to the impact you will have on our team!

Welcome to the Team Ken Kindberg!

Fri, 22 Dec 2023 19:14:13 GMT

Welcome to the Team Ken Kindberg!

Please join us in welcoming Ken Kindberg to Rock Harbor. Ken has 25 years of experience working with Asset Managers in Distribution, and we look forward to adding his impressive history of raising assets to our team.

Sean Ritchlin celebrates 25 Year anniversary of the 1998 Michigan Hockey team’s National Championship

Fri, 17 Nov 2023 23:15:58 GMT

Sean Ritchlin celebrates 25 Year anniversary of the 1998 Michigan Hockey team’s National Championship.

This past weekend at the iconic Yost Arena our CEO Sean Ritchlin and teammates celebrated the 25 Year anniversary of the 1998 Michigan Hockey team’s National Championship. Legendary coach Red Berenson joined the team on the ice during the 1st intermission to be recognized by the Michigan faithful at Yost.

Welcome to the Team Rob Gritter!

Fri, 27 Oct 2023 19:20:23 GMT

Welcome to the Team Rob Gritter!

Rock Harbor is pleased to announce the newest addition to our growing team, Robert Gritter , covering South Florida! Rock Harbor is thrilled for Rob to begin building his business in The Sunshine State, as he is a veteran of both the Wholesaling/Financial Services industry, and also of his territory. We are excited for him to have an impact on his network of advisor relationships that he has fostered and served for over 20 years.

Sean Ritchlin Shares Insights with Shark Tank's Kevin O'Leary

Tue, 10 Oct 2023 16:14:02 GMT

Sean Ritchlin Shares Insights with Shark Tank's Kevin O'Leary

After years of covering College Hockey and the Frozen Four, our Founder and CEO, Sean Ritchlin was back in the "studio", this time in our home office in Birmingham, MI!

A great day getting to spend time with financial advisors across the country virtually, while sharing an insightful discussion on the markets, economy, and small businesses with SharkTank's Mr. Wonderful, Kevin O'Leary !

Click here to read on Linkedin

Welcome to the Team Bill Holtham!

Fri, 15 Sep 2023 17:06:26 GMT

Welcome to the Team Bill Holtham!

Please join us in welcoming Bill Holtham to the Rock Harbor Team. Bill will be covering all channels in North Carolina and South Carolina. We are excited to have Bill on board!

OUSM’s Top Decile Performance Continues in August

Wed, 06 Sep 2023 14:42:00 GMT

OUSM’s Top Decile Performance Continues in August

The ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM) outpaced broad-based indices last month as its high-quality companies persevered market volatility with generally positive earnings and guidance, continuing OUSM’s top decile performance in the small-cap category.

OUSM had several high-flyers across all sectors last month, improving relative performance while markets whipsawed. H&R Block Inc. (HRB, 0.66% weight*), a tax preparation company, surged nearly 19% in August after a solid finish to their fiscal year, reporting earnings above analyst estimates on the back of strong tax preparation revenue that allowed the company to raise its dividend and repurchase shares.

As projections for a soft-landing scenario become more likely for the U.S., while the rest of the world digests more pronounced economic slowing, we believe U.S. small-caps are likely to continue their outperformance against U.S. large-cap stocks due to their U.S. revenue bias, margin expansion and valuation disparities.

Source: https://www.alpsfunds.com/perspectives/etf-spotlights/ousms-top-decile-performance-continues-in-august-20230901

Click to Read More on AlpsFunds.com ->

Kolton Rominski 2 Year Aniversary

Wed, 26 Jul 2023 18:19:00 GMT

Kolton Rominski Celebrates his 2nd Year with Rock Harbor

Congratulations to Kolton Rominski on 2 years here at Rock Harbor! Thank you for all of your hard work and dedication to the team.

Jennifer Collins 8 Year Anniversary

Wed, 26 Jul 2023 15:20:51 GMT

Jennifer Collins 8 Year Veteran of Rock Harbor

Congratulations to Jennifer Collins on 8 years with Rock Harbor! Thank you for your hard work and dedication to the team.

Thomas "Mackey" Daniels 8 Year Anniversary

Wed, 26 Jul 2023 14:45:34 GMT

Thomas "Mackey" Daniel - 8 Year Veteran of Rock Harbor

Congratulations to Thomas "Mackey" Daniel for 8 years with Rock Harbor!!!

Thank you for all of your hard work and dedication to the team.

OUSM Rallies in June as the Catch-Up Trade Takes Hold

Mon, 10 Jul 2023 18:01:26 GMT

OUSM Rallies in June as the Catch-Up Trade Takes Hold

Last month, the ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM) rallied 8.12%, outperforming broader equities markets as the rally within expensive mega caps spilled over to the cheaper side of the market.

Source: https://www.alpsfunds.com/perspectives/etf-spotlights/ousm-rallies-in-june-as-the-catch-up-trade-takes-hold-20230703

Click to Read More on AlpsFunds.com ->

Small-cap investing trends and OUSM

Mon, 03 Apr 2023 18:36:01 GMT

Hear Paul Baiocchi, Chief ETF Strategist, SS&C ALPS Advisors discuss the trends in small-cap investing

Bloomberg ETF IQ and Paul Baiocchi, Chief ETF Strategist, SS&C ALPS Advisors discuss the trends in small-cap investing and OUSM .

Paul Baiocchi is a Registered Representative of ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc.

Rock Harbor Celebrates 9th Year

Tue, 28 Feb 2023 21:09:10 GMT

Congratulations Rock Harbor on 9 Successful Years in Business

Scott Lindsay Joins Rock Harbor as COO/Head of Distribution

Mon, 12 Dec 2022 17:05:39 GMT

Scott Lindsay Joins Rock Harbor As COO/Head of Distribution

We are excited to announce Scott Lindsay as the COO & Head of Distribution! Scott has 20 years of experience in the financial industry, specializing in sales and management. He has spent time at UBS, Allianz, and most recently served as the Executive Director for Eaton Vance and Morgan Stanley.

Amid Pandemic, Total Assets Raised by $1.3B

Wed, 19 Oct 2022 15:16:38 GMT

Amid Pandemic, Total Assets Raised by $1.3B

Rock Harbor is pleased to announce exceptional growth during the last few years! Our talented group of wholesalers continues to provide our Asset Manager partner firms with the best access to financial advisors in the game. Thank you to all of the financial advisors that partner with Rock Harbor wholesalers!