Joe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services

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.