We really enjoyed our conversation with David Pappalardo CAIA, CPWA,CIMA,AIF,MSFP and Peter A. Sullivan, CFA at Segal Marco Advisors. Our firms share a keen interest in making alternatives more accessible, flexible and intuitive for advisors seeking to provide their clients with the most optimal outcomes. Technology and experience are key, and we are excited about bringing these together to reshape alternative investment access and opportunities.

Listen to the full podcast here

As alternative investments continue to move from the margins to the core of client portfolios, advisors face a challenge: how to access private markets at scale without adding operational burden. In this episode of The Advisor’s Edge, David Pappalardo and Peter Sullivan of Segal Marco Advisors sit down with Chris Nero, founder of Bridgeport Technology, to discuss:

• Ways technology is reshaping access to alternatives

• Why private markets require a fundamentally different operational approach than public markets

• How a flexible digital infrastructure can support customization and scale for advisors

• Why human judgment remains essential