December 24, 2020

525: Structured Notes with Craig Novorr

20 minutes

525: Structured Notes Craig Novorr, Paragon Capital

– The Sharkpreneur podcast with Seth Greene Episode 525 Craig Novorr

Craig Novorr was handpicked to join Paragon Capital after a highly successful 10-year period at UMB where he served as Vice President & Portfolio Manager. Craig’s success co-managing the UMB Scout Technology Fund and Scout Growth Fund demonstrated his unique abilities in identifying investment opportunities and – more importantly – building strong relationships.

Joining the firm in 2006, Craig immediately demonstrated the value his clients place in him, as several with whom he enjoyed longstanding relationships with followed him to Paragon. Since then he has been named Kansas City Magazine’s Best Personal Wealth Manager for six consecutive years and a 2010 Kansas City Business Magazine Rising Star.

Craig is a 1996 graduate of the University of Kansas, from which he earned a Bachelor of Science in Business Administration. He is active in the business, religious and local community and is a member of the executive leadership team for the Walk for Wishes event, as well as a Cub Scout Den Leader and youth basketball coach. He currently sits on several boards or committees for the Overland Park Rotary Club, Kansas University Hillel House, Temple B’Nai Jehuda and the Make-A-Wish Foundation.

Listen to this illuminating Sharkpreneur episode with Craig Novorr about structured notes.

Here are some of the beneficial topics covered on this week’s show:

● How structured products protect clients while outperforming the market.

● How structured notes are uncapped allowing people to make more money.

● How structured notes mature at long term capital gain in a taxable account.

● How people are really struggling to generate money in their portfolios.

Connect with Craig:

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