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Summary

This is your chance to get to know Sungarden’s Chief Investment Strategist, Rob Isbitts. In this episode, Rob chats about everything from Sungarden to his love of baseball.

Rob also discusses:

• The role his father played in shaping his interest in finance
• Rob’s passion for lifelong learning and why continuous education is important in the investment industry
• How he became an industry thought leader, having written hundreds of articles on investing
• Why Benjamin Franklin is his hero
• And more!

Tune in now to learn more about Rob Isbitts and how he found success in the investment industry!

Resources: Sungarden Investment Research

Thank you for listening to The Investing Evolution Podcast. Click the subscribe button below to be notified when new episodes become available.

Investing involves risk including possible loss of principal.  

Vince Esposito and Rob Isbitts are an Investment Advisor Representatives with Dynamic Wealth Advisors dba Sungarden Investment Research. All investment advisory services are offered through Dynamic Wealth Advisors. The material in the podcast has been distributed for informational purposes only.  The material contained in this podcast is not a solicitation to purchase or sell any security or offer of investment advice. No part of this podcast may be reproduced in any form, or referred to in any other publication, without express written permission.

Vince Esposito and Rob Isbitts are also the sub advisors of the Dunham Alternative Dividend Fund. Investors should consider the investment objectives risk factors charges and expenses of the Dunnam Alternative Dividend Fund carefully before investing. This and other important information is contained within the fund’s prospectus which may be obtained by contacting your financial adviser or by calling toll free 800-442-4358. Please read prospectus materials carefully before investing.

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | Spotify | Email | TuneIn | RSS | More

In this debut episode, you will get to know Vince Esposito, the managing partner of Sungarden Investment Research, and find out what makes him successful at work and beyond.

Vince also discusses:

• What he and the Sungarden team does for their clients, also known as the “Sungarden difference.”
• How Vince’s experiences have inspired him to give back to the community
• What personal and business success means to Vince, and how the two intersect
• How to connect with Vince (hint: he likes face-to-face interactions)

Join Vince for this introductory episode and get to know him a little bit better!

Resources: Sungarden Investment Research

Thank you for listening to The Investing Evolution Podcast. Click the subscribe button below to be notified when new episodes become available.

Investing involves risk including possible loss of principal.  

Vince Esposito and Rob Isbitts are an Investment Advisor Representatives with Dynamic Wealth Advisors dba Sungarden Investment Research. All investment advisory services are offered through Dynamic Wealth Advisors. The material in the podcast has been distributed for informational purposes only.  The material contained in this podcast is not a solicitation to purchase or sell any security or offer of investment advice. No part of this podcast may be reproduced in any form, or referred to in any other publication, without express written permission.

Vince Esposito and Rob Isbitts are also the sub advisors of the Dunham Alternative Dividend Fund. Investors should consider the investment objectives risk factors charges and expenses of the Dunnam Alternative Dividend Fund carefully before investing. This and other important information is contained within the fund’s prospectus which may be obtained by contacting your financial adviser or by calling toll free 800-442-4358. Please read prospectus materials carefully before investing.