Standard Deviations with Dr. Daniel Crosby

Jamie Hopkins - Your Retirement Sketchbook

Standard Deviations with Dr. Daniel Crosby

Show Notes

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jamie Hopkins. Jamie Hopkins is the chief wealth officer WSFS/Bryn Mawr Trust, and the CEO of Bryn Mawr Trust Advisors, and Best Selling Author of the book, Your Retirement Sketchbook. He covers retirement income and estate planning. Jamie is a Finance Professor of Practice at Creighton University Heider College of Business and President of FinServ Foundation. As a professor at the American College of Financial Services, Jamie helped co-create the Retirement Income Certified Professional Designation (RICP®). Jamie frequently writes articles dealing with retirement issues, such as long-term care, taxation of insurance benefits and estate planning. Jamie will be tackling the upcoming issues associated with tax reform and its impact on the estate planning challenges. associated with the potential expiration of the Tax Cut and Jobs Act at the end of 2025.

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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.

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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.

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