Advus After Hours: Recent Episodes
Mitchell Lamoriello and Jeff Lee
Advus After Hours is a podcast focused on the intersection of innovation, finance and community in Orlando, Florida - hosted by wealth advisors Mitchell Lamoriello and Jeff Lee.
Mitchell and Jeff are joined by Jeff Harvey, CEO of Community Legal Services, a non-profit that provides no-cost legal services to vulnerable low-income communities in Central Florida. The guys discuss Jeff’s military service, connecting with mentors and developing a passion for leadership and service, and how those life experiences have helped CLS grow significantly, becoming one of the largest law firms in Central Florida.
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Learn More about Community Legal Services: https://www.clsmf.org
TIMESTAMPS00:00:00 – Introducing Jeff Harvey, CEO of Community Legal Services00:04:40 – Facing Challenges and Perseverance00:09:08 – Struggling with Values in a New Profession00:13:50 – Legal Aid for Low-Income Individuals in Florida00:18:42 – Saving a $225,000 Home00:23:23 – Speaking at Victory Cup and the Importance of Lawyers Serving the Community00:27:57 – Measuring Success and Highlighting Good00:32:37 – Legal Access for All00:36:58 – Volunteer lawyers and access to justice00:41:28 – Outro
This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, retirement management, and mission-focused investment strategies.
Disclaimer: https://advuspartners.com/sm-disclaimer
Mitchell and Jeff are joined by Brandon Siler, star of the NetFlix documentary Swamp Kings and University of Florida Football legend where he helped the Gators win the 2006 SEC Championship Game and the 2007 BCS National Championship Game before moving on to a 7-year career in the NFL. Brandon recalls the college recruiting process, why he chose UF over Miami and USC, his friendship with Tim Tebow, his business ventures that are focused on helping players dealing with mental health, addiction, and disability claim problems, his new book on leadership, and much more.
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Learn More about Legacy Pro Sports: https://legacyprosports.us
Get Brandon’s Book – The Definition of a Leader: How To Lead Others and be True to Your Own Vision: https://www.amazon.com/Definition-Leader-Lead-Others-Vision-ebook/dp/B0CGT5B5KD
TIMESTAMPS00:46 – Daytona origins and growing up with a single mother09:07 – College football recruiting stories11:58 – Brandon wanted to play for Miami16:17 – Brandon almost played for USC29:28 – Brandon’s book and leadership style35:18 – Leading different personalities44:53 – The Tebow story that NetFlix cut49:01 – Working with NetFlix on Swamp Kings51:07 – Jovan Belcher’s death & Legacy Pro Sports1:01:31 – What’s next for Legacy Pro Sports1:03:50 – Brandon’s new Youth Leadership Academy
This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, retirement management, and mission-focused investment strategies.
Disclaimer: https://advuspartners.com/sm-disclaimer
Mitchell and Jeff are joined by Ashley Vann, Founder of Victory Cup Initiative, a non-profit that hosts an annual competition to help local non-profits amplify their stories, raise funds, and build community. The discussion ranges from Ashley’s background as a Winter Park native, her roots and early success in wealth management, how the skills she learned as a financial services professional helped seed the idea for Victory Cup Initiative, the success and future of the competition-based non-profit, and much more.
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Learn More about Victory Cup Initiative
TIMESTAMPS00:33 – A true Winter Park native01:26 – Ashley’s roots in Wealth Management04:08 – The Power of Storytelling07:49 – Mentors are key10:54 – How Victory Cup started15:50 – Pitching the Victory Cup idea22:05 – How big is Victory Cup?26:06 – Helping non-profits define their story35:03 – The long-tail effect of Victory Cup36:19 – What makes a good story?42:04 – How to get involved with Victory Cup44:32 – The future of Victory Cup
This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, retirement management, and mission-focused investment strategies.
Disclaimer: https://advuspartners.com/sm-disclaimer
Mitchell and Jeff chat with Eddy Moratin, President of Lift Orlando, a non-profit dedicated to strengthening neighborhoods by building high quality, mixed-income housing and providing a cradle to career educational pipeline while improving community health and wellness. The conversation touches on topics such as the rich history of the black community in Orlando, how disinvestment opens the door to gentrification, the role of community partnerships in driving positive change, the success of the Lift Orlando method, and much more.
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TIMESTAMPS 01:49 - Eddie's early beginnings 10:17 - The Lift Orlando Method 13:54 - Black history in Orlando 19:10 - Lift Orlando's success 26:01 - The Cradle to Career pipeline 30:41 - Building generational wealth 36:05 - How to support Lift Orlando 46:09 - Avoiding gentrification 50:52 - What's next for Lift Orlando
This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, retirement management, and mission-focused investment strategies.
Disclaimer: https://advuspartners.com/sm-disclaimer
Mitchell and Jeff chat with Thomas Ward, entrepreneur and local restaurateur, about his history in the restaurant business and his latest dine-in sensation Pigzza - a fusion of smoked meats and Italian food. Thomas details his path from food trucks to award-winning dining establishments, his thoughts on Orlando as a food city, embracing criticism and radical honesty with customers, lessons he's learned over the years, why a restaurateur would want to host a podcast, and more.
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TIMESTAMPS 00:45 - Why would a restaurateur host a podcast? 02:57 - Mentors in Orlando 05:33 - Maintaining brand identity 07:52 - The restaurant business isn't for everyone 10:10 - The origins of Pigzza 15:39 - Embracing criticism & when to advertise 18:29 - Doing BBQ different & being nationally ranked 24:04 - The most important role in the kitchen 26:49 - How to hire the right people 29:33 - Learning from the stories of others 32:17 - How Covid changed the game 35:02 - Why Thomas chose the restaurant business 40:31 - The future of the Orlando food community 44:45 - Growth challenges and concept viability
This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, retirement management, and mission-focused investment strategies.
Disclaimer: https://advuspartners.com/sm-disclaimer
Our guest this week is Wil Torres, founder of Golden Dough Foods and the manufacturer and product developer behind the number one extended shelf life yeast raised donut in the packaged sweet goods category. Wil and the guys discuss the story and rapid growth of Golden Dough, how a love of Shark Tank lead to Wil leveraging LinkedIn to create business opportunities for himself, the challenges of being an introvert in a sales-based industry, why he cut short his early professional golfing career to go into business, and more.Watch this PodcastLearn More about Golden Dough FoodsThis podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, retirement management, and mission-focused investment strategies.Disclaimer: https://advuspartners.com/sm-disclaimer
Mitchell and Jeff chat with Neil Menard and Tom Sittema of StepStone Group, a global private markets firm that provides customized investment and advisory solutions to some of the most sophisticated investors in the world and with $602 billion of total capital responsibility, including $134 billion in assets under management.The guys discuss what it means to be a sophisticated investor in 2023, the importance of providing access to private markets to investors, the recent innovations they've see in the alternatives industry, the need for young people to seek out good mentors, how building and maintaining relationships are key to healthy client partnerships, and more.Watch this PodcastLearn More about StepStone GroupThis podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, retirement management, and mission-focused investment strategies.Disclaimer: https://advuspartners.com/sm-disclaimer
Our guest this week is Taj Adhav, CEO of Leasecake, a service that makes managing a portfolio of leased properties easy and accessible for tenants and brokers. Taj discusses moving to Orlando from Canada when he was 17, how his time at Disney helped him realize he wasn't a great CPA and also prepared him for working in startups, pitching Leasecake at Techstars, growing a startup in Orlando, and more.Watch this PodcastLearn More about LeasecakeThis podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, retirement management, and mission-focused investment strategies.
Our guest this week is Rob Panepinto, Managing Partner & CIO of GOVO Venture Partners, a firm that invests in entrepreneurs building companies for which doing business with the government or navigating government regulations can be an important success factor – offering them capital, a deep understanding of government, and operational expertise.Rob discusses why he made the transition from New York to Orlando, his experience cultivating entrepreneurs in the Central Florida area, helping businesses navigate difficult government laws and regulations, his thoughts on Orlando as someone who recently ran for mayor, and more.Watch this PodcastLearn More about GOVO Venture PartnersThis podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, retirement management, and mission-focused investment strategies.
Our guest this week is Rob Panepinto, Managing Partner & CIO of GOVO Venture Partners, a firm that invests in entrepreneurs building companies for which doing business with the government or navigating government regulations can be an important success factor – offering them capital, a deep understanding of government, and operational expertise.Rob discusses why he made the transition from New York to Orlando, his experience cultivating entrepreneurs in the Central Florida area, helping businesses navigate difficult government laws and regulations, his thoughts on Orlando as someone who recently ran for mayor, and more.Watch this PodcastLearn More about GOVO Venture Partners----Advus After Hours is a podcast focused on the intersection of finance and community in Orlando, Florida - hosted by wealth advisors Mitchell Lamoriello and Jeff Lee.SUBSCRIBEApple PodcastsSpotifyPocketcastsRSS---This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, retirement management, and mission-focused investment strategies.
Mitchell and Jeff chat with Andy Sistrunk and Robbie Carelli, co-founders of Persimmon Hollow Brewing, which opened its first location in DeLand, FL in 2014 and has since grown to four locations and wider distribution throughout Florida.The guys talk about the early days of learning to brew beer together as a hobby, turning that hobby into a business, messy brewing stories, opening a brewery without knowing exactly how to open a brewery, how they landed on the Persimmon Hollow name and branding, and the importance of their four core values: People, Place, Product, and Planet.Watch this PodcastLearn More about Persimmon Hollow02:00 - Early days and how Andy and Robbie met06:20 - Turning a hobby into a business07:46 - What "Drink Sensibly But Get Weird" means10:50 - Naming and branding a brewery18:34 - Persimmon Hollow's 4 core values28:22 - "Sleepy Holler"31:43 - What happened to "Drunken Monk"33:50 - The expansion of Persimmon Hollow40:50 - The success of Beach Hippy IPA43:10 - Why Central Florida?51:08 - Persimmon facts & how to steal them57:00 - Maintaining culture while expanding----Advus After Hours is a podcast focused on the intersection of finance and community in Orlando, Florida - hosted by wealth advisors Mitchell Lamoriello and Jeff Lee.SUBSCRIBEApple PodcastsSpotifyPocketcastsRSS---This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, retirement management, and mission-focused investment strategies.
Mitchell and Jeff chat with Andy Sistrunk and Robbie Carelli, co-founders of Persimmon Hollow Brewing, which opened its first location in DeLand, FL in 2014 and has since grown to four locations and wider distribution throughout Florida.The guys talk about the early days of learning to brew beer together as a hobby, turning that hobby into a business, messy brewing stories, opening a brewery without knowing exactly how to open a brewery, how they landed on the Persimmon Hollow name and branding, and the importance of their four core values: People, Place, Product, and Planet.Watch this PodcastLearn More about Persimmon Hollow02:00 - Early days and how Andy and Robbie met06:20 - Turning a hobby into a business07:46 - What "Drink Sensibly But Get Weird" means10:50 - Naming and branding a brewery18:34 - Persimmon Hollow's 4 core values28:22 - "Sleepy Holler" and other specialty brews33:15 - What happened to "Drunken Monk"35:18 - The expansion of Persimmon Hollow42:18 - The success of Beach Hippy IPA44:38 - Why Central Florida?52:36 - Persimmon facts & how to steal them58:28 - Maintaining culture while expanding----Advus After Hours is a podcast focused on the intersection of finance and community in Orlando, Florida - hosted by wealth advisors Mitchell Lamoriello and Jeff Lee.SUBSCRIBEApple PodcastsSpotifyPocketcastsRSS---This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, retirement management, and mission-focused investment strategies.
Our guest this week is Shawn Seipler, the founder and CEO of Clean the World, a social enterprise dedicated to the mission of saving millions of lives around the world while simultaneously diverting hotel waste.Shawn discusses the origins of Clean the World, what inspired him to start the soap recycling company, the positive effect recycling hotel waste has on the world, why Orlando is the perfect place for such a venture, his recent media appearances on Dirty Jobs and The Kelly Clarkson Show, and the challenges and benefits of soap recycling during a worldwide pandemic.Watch this PodcastLearn More about Clean the World03:05 - Shawn's upbringing and business history07:44 - The night Clean the World was born10:57 - Finding the business of recycling soap14:27 - How many lives are saved with recycled soap16:58 - How soap was recycled in the early days28:58 - Scaling up the business33:25 - The Covid-19 challenge39:14 - The future of Clean the World42:01 - How regular people can help43:54 - Why Orlando----Advus After Hours is a podcast focused on the intersection of finance and community in Orlando, Florida - hosted by wealth advisors Mitchell Lamoriello and Jeff Lee.SUBSCRIBEApple PodcastsSpotifyPocketcastsRSS---This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, retirement management, and mission-focused investment strategies.
Our guest this week is Dr. Chris Pierson, the founder and CEO of BlackCloak Cyber Security, a firm focused on digital protection for high-level executives and high-net-worth individuals. He has over 20 years of experience in the field of fighting cybercrime and has held various leadership roles in organizations such as the Royal Bank of Scotland and the Federal Bureau of Investigations.Dr. Pierson discusses his background in cyber security and the evolving risk landscape, including the early days of the internet and the growing threat of cybercrime, how his background in the intelligence community and experience in various organizations has influenced his approach to cyber security, and common-sense approaches to personal digital protection.Watch this PodcastLearn More about BlackCloak01:51 - Dr. Pierson's youth to realizing the importance of cyber security05:25 - How early access to technology influenced Dr. Pierson's career path07:32 - How Dr. Pierson's education tied into his career and12:28 - The creation of BlackCloak16:40 - How the BlackCloak name came to be19:30 - From Cyber Security expert to starting BlackCloak22:33 - Why high-net-worth individuals need digital protection26:36 - The risks of not having digital protections33:33 - Why BlackCloak was founded in Orlando36:56 - Dr. Pierson's "Why"38:41 - How BlackCloak protects high-profile clients----Advus After Hours is a podcast focused on the intersection of finance and community in Orlando, Florida - hosted by wealth advisors Mitchell Lamoriello and Jeff Lee.SUBSCRIBEApple PodcastsSpotifyPocketcastsRSS---This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, retirement management, and mission-focused investment strategies.
Mitchell and Jeff chat with Jay Chaudhari, Executive Director at 1858 Capital Partners, on growing up in and doing business in Orlando.Learn More about 185801:04 - Jay's career trajectory and why he chose Orlando15:20 - Forming 1858 Capital Partners21:40 - Lessons learned along the way24:40 - Choosing the 1858 name27:44 - Where does Orlando go from here?39:22 - Jay's "Why"43:22 - Advice to someone coming up----Advus After Hours is a podcast focused on the intersection of finance and community in Orlando, Florida - hosted by wealth advisors Mitchell Lamoriello and Jeff Lee.SUBSCRIBEApple Podcasts https://podcasts.apple.com/us/podcast/advus-after-hours/id1666365238Spotify https://open.spotify.com/show/3wMMRiKYcmS7X9Vy2aAhwvPocketcasts https://pca.st/podcast/04a387d0-796e-013b-f297-0acc26574db2RSS https://advuspartners.com/feed/podcast/---This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, retirement management, and mission-focused investment strategies.