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In the latest episode of the Good Neighbor Podcast, listeners are treated to an engaging and insightful conversation with Jeff Kastner, Chief Investment Officer of Roan Capital Partners. Jeff's story is not just one of financial acumen but also of personal growth, mentorship, and a commitment to client service that sets Roan Capital Partners apart in the investment world. Raised in a family where financial wisdom was as common as cracking pecans, Jeff’s early exposure to the world of investing has paved the way for his stellar career.

Jeff Kastner’s journey began in his childhood, where his family's conversations often revolved around investments, stock prices, and economic indicators. This early exposure fostered a deep interest in the financial world, leading him to pursue an MBA and a doctorate in business administration. These educational achievements have equipped him with a robust foundation in financial management and investment strategies.

Roan Capital Partners, under Jeff's leadership, has become a cornerstone in the Tri-Cities area since its inception in 2018. The firm is known not just for its top-tier investment management but also for the personal touch it offers its clients. Jeff emphasizes the importance of continuing education for both his team and their clients. By keeping clients informed about market trends and portfolio changes, Roan Capital ensures that their clients are not only financially secure but also confident in their investment choices.

One of the key highlights of the podcast is Roan Capital's expansion plans. Jeff shares exciting news about their upcoming offices in Oak Ridge and Crossville, reinforcing their influence across East Tennessee. This expansion is a testament to the firm's success and the trust they have built with their clients. Jeff’s vision for Roan Capital is not just about growth but about maintaining the high standards of client service and financial management that have become their hallmark.

Jeff’s approach to investment is heavily influenced by the mentorship he received throughout his career. From his early days at UBS in Jackson, Tennessee, to his tenure at Regions Private Wealth, Jeff has always valued the guidance and wisdom of experienced professionals. This emphasis on mentorship and lifelong learning is evident in how Roan Capital operates. The firm is committed to educating its clients, ensuring they understand the rationale behind investment decisions and market movements.

The podcast also delves into some common myths and misconceptions about the financial industry. Jeff addresses the often negative portrayal of financial professionals in the media, emphasizing that the reality is far different. At Roan Capital, the focus is on building trust and delivering genuine care and service to their clients. Jeff and his team take their responsibility seriously, understanding that they are managing the hard-earned savings of individuals who have worked their entire lives.

Another significant aspect of Roan Capital's approach is their use of technology to enhance their services. Jeff explains how the firm has developed proprietary software to aid in asset management and analysis. This technology allows them to conduct complex analyses quickly, ensuring they can respond to market changes with agility. The use of advanced analytics and technology is a key differentiator for Roan Capital, enabling them to provide superior service and performance to their clients.

In summary, the podcast episode offers a deep dive into Jeff Kastner's journey and the values that drive Roan Capital Partners. From his early days learning about investments while cracking pecans to leading a successful investment firm, Jeff's story is one of passion, dedication, and a commitment to excellence. Whether you're a seasoned investor or just starting your financial journey, there are valuable lessons to be learned from Jeff's approach to investment and client service.

Listeners are encouraged to tune in to the episode to gain insights from Jeff's wealth of experience and to learn more about the exciting future of Roan Capital Partners. The firm's dedication to client education, innovative use of technology, and plans for expansion make this episode a must-listen for anyone interested in financial success and investment strategies.

https://roancp.com/

Roan Capital Partners

(423) 747-5936