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Financial Poise Weekly Rundown

Note: Episodes 1-74 were produced under the name “Accredited Investor Markets Radio”. We changed the name to “Financial Poise Radio” starting with Episode 75.

Aug 28, 2015

In Episode 50, Accredited Investor Markets Radio speaks with Jeff Kelley of Equity Institutional and John Drachman of Alpha Segment, about alternative investment custodial services, i.e., how interests in alternative assets are held and transferred. This is where the rubber (if that's your commodity) meets the road, the gold bars meet the vault, and where documentation of securities is meticulously completed and monitored. From that perspective, the growth of alternative investing, now and in the future, is very evident. 


You can learn more about Equity Institutional and Alpha Segment here and here.



About Jeff Kelley


Jeff Kelley has over 20 years of experience in financial services operations management, and was named Chief Operating Officer of Sterling Trust in January 2008. He began his career with Sterling Trust in June of 1999 as Vice President of Qualified Plans and Institutional Group. Prior to joining Sterling Trust, Jeff was employed by Academy Capital Management as a Registered Investment Advisor, where he served as the Manager of the Operations and Trading Departments since 1991. He is an Accredited Retirement Plan Consultant (ARPC) through the Society of Professional Administrators and Recordkeepers. Jeff earned a BBA in Finance/Management from Baylor University.



About John Drachman


John C. Drachman serves as team leader, senior writer, and principal of AlphaSegment, a creative group of marketing communications freelancers dedicated to meeting the marketing needs of RIAs, asset managers and financial services providers.


An IABC Gold Quill-winner for writing and publications, John has developed marketing communications initiatives for dozens of clients over three decades. He has also served in executive positions at Putnam and Pioneer Investments.  John applies his editorial skill and marketing knowledge toward crafting marketing strategies designed to help clients attract, grow and retain assets under management.  Applying sound journalistic principles to the story telling process, John has the ability to turn complex themes into compelling and actionable messages.


John is a frequent contributor to industry publications on topics related to financial technology trends, crowdfunding and alternative investments.  Most recently, he drafted articles for RIABiz and PrivateWealth. A Series 7 General Securities Agent, he is affiliated with Innovations Partners, LLC, headquartered in Charlotte, N.C.