Wealth Management Invest

Wealth Management Invest: Demystifying Crypto for Financial Advisors with Kristen Mirabella

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In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Kristen Mirabella, head of partnerships at Eaglebrook Advisors, to discuss the evolving role of cryptocurrency in wealth management.

Eaglebrook is a digital asset platform that allows advisors to invest directly in crypto through separately managed accounts. 

Kristen talks about Eaglebrook’s compliance-first mindset and how in-kind transfers and tax-efficient strategies are helping advisors meet growing client demand for digital assets.

Key highlights include:

  • Enabling direct investment in crypto SMAs with Eagle Brook 
  • Navigating the process of in-kind transfers 
  • Tax loss harvesting benefits of crypto SMAs 
  • Integrating crypto into client portfolios 
  • And more

    • Connect With David Bodamer:

    • [email protected] 
    • WealthManagement.com
    • LinkedIn: David Bodamer
    • LinkedIn: WealthManagement

      • Connect With Kristen Mirabella:

      • Eaglebrook
      • LinkedIn: Kristen Mirabella 
        • ...more
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