Episode 3 – The Yin and Yang of Sungarden

Today, Sungarden Investment Research’s managing partners, Rob Isbitts and Vince Esposito, join forces to explore why they work together so well and how their strengths as a team spring from their individual differences.

In this episode, you’ll learn:

  • How Rob and Vince had similar paths and values before ever meeting
  • The importance of respecting each other’s strengths
  • How Rob’s and Vince’s early experiences in the financial industry helped them understand their business values
  • Why they believe that being a leader does not necessarily mean having the loudest voice in the room
  • And more!

Join Vince and Rob now for this lively conversation about how their strengths help them put clients first!

Resources: Sungarden Investment Research

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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.