Show Notes
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Adam Tolliver. Adam Tolliver is a Partner Financial Advisor at Artisan Financial Strategies. He approaches each engagement with a strong commitment to helping clients achieve financial security for themselves and their families. When meeting Adam for the first time, clients quickly sense his deeply held belief that the keys to generations of wealth and financial security can realistically lie in just a handful of critical conversations that people have not yet had with their loved ones.
With previous professional experience in personal banking, Adam holds a Bachelor of Science from Florida State University. (Interesting fact: his second cousin was the first African-American undergraduate student at the same university.) Adam is a member of the National Association of Insurance and Financial Advisors and has already earned an impressive collection of professional awards: 2016 Career Life Success Award; 2016 Career Life Producer Award; 2017 Agency Builder of The Year, Greater Atlanta; and Executive Council Member in 2017-2020 and MDRT Member 2021.
Adam brings the same passion and energy to community leadership roles as he displays in his professional pursuits, serving as Chair of Atlanta Smart Academy School Board and Vice President of The Vision Foundation. He also holds memberships in the Atlanta Business League and Urban League of Young Professionals. Born and raised in Atlanta, GA, Adam makes his home in Southwest Atlanta. Like any true Southerner, he relishes a good peach cobbler whenever he can. Adam is a talented writer and artist in addition to his professional skill set and enjoys movies, drawing, poetry, and spirited debates. Don’t get him started on college sports though – for Adam, it’s Noles all the way!
More from Standard Deviations with Dr. Daniel Crosby
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Tyler Rosier. Dr. J. Tyler Rosier is a board certified clinical neuropsychologist with specialized training in brain function, behavior, and the neurological mechanisms that drive human decision making. He has spent his career working at the intersection of how the brain works and why people do what they do, including in the financial lives of high earning professionals. He holds board certification through the American Board of Professional Neuropsychology (ABN) and is a diplomate of the American College of Lifestyle Medicine (DipACLM). His clinical work focuses on the cognitive and behavioral patterns that shape performance, decision making, and long term outcomes in driven, high achieving people. WIRED for Wealth is his first book.
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Peter Lazaroff. Peter Lazaroff, CFA, CFP® is Plancorp’s Chief Investment Officer, a financial advisor, speaker and author of the book Making Money Simple and The Perfect Portfolio. Peter is a regular contributor at the Wall Street Journal and Forbes and he is also the host of The Long Term Investor Podcast.
Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making. Daniel was named one of the “12 Thinkers to Watch” by Monster.com, a “Financial Blogger You Should Be Reading” by AARP and a member of InvestmentNews prestigious "40 Under 40". When he is not consulting around market psychology, Daniel enjoys independent films, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children.
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Ryan Eisenman. Ryan Eisenman is the co-founder and CEO of Arch, a technology platform modernizing how investors and advisors manage private market investments. He co-founded Arch in 2018 to solve the fragmented and manual processes associated with private investing, building a platform that centralizes reporting, documents, and data across alternative investments. Under Eisenman’s leadership, Arch has developed a smart, intuitive platform that consolidates K-1 collection, capital calls, distributions, and performance reporting into a single digital interface—eliminating the need to navigate dozens of third-party portals. Today, Arch supports hundreds of leading allocators—including single- and multi-family offices, RIAs, private investment firms, banks, and institutional investors—and tracks nearly $500 million in private market assets on its platform. Prior to founding Arch, Eisenman worked across a range of financial services and technology organizations, including Deloitte, Techstars, and Routier, where he focused on business development, operations, and strategy. Eisenman earned his bachelor’s degree in Human and Organizational Development from Vanderbilt University, with minors in Economics and Corporate Strategy.
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by John Crawford IV. John H. Crawford, IV, CFA is the Managing Director of Equity Investments at Crawford Investment Counsel and has been with the firm since 1990. John leads the Equity Investment Team working closely with the equity research analysts on stock selection and portfolio policy for all equity strategies. Prior to joining Crawford Investment Counsel, John worked at Merrill Lynch Capital Markets.