Blog

What Every Entrepreneur Needs To Know About Investing

Entrepreneurs have different risk profiles than everyone else. Most entrepreneurs fail to take their career into account when considering their investment strategy. Look beyond your bank and brokerage accounts. You need a holistic, complete picture...

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You Sold Your Business…Now What?

For some entrepreneurs, the day will come when it's time to sell the business they worked so hard to build. It's your not just the product of years of hard work, it's also your nest egg. Who can you trust with it? A fiduciary wealth manager is...

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Wall Street Reform, Inspired By You

What inspires us at LexION Capital? You. I was recently invited to attend a number of fascinating conferences as both guest and a speaker. Traveling and meeting people all over the United States continues to energize my commitment to and conviction...

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Spring Clean Your Financial Life

Despite the chilly temps lingering here in NYC, the first day of Spring is finally here - the perfect inspiration to spring-clean your finances! Now, I’ll be the first to admit that you’ll hardly find me jumping up and down at the thought of...

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We’re On A Mission To Disrupt Wall Street

At LexION Capital, we're on a mission to disrupt Wall Street. Our MO has a few key parts: Raise the bar in finance with ethical, transparent, client-centric wealth management. Empower people to take control of their finances and build the rich life...

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March is Women’s History Month!

I’d love to be able to say that the “Old Boys’ Club” mentality of Wall Street is history as well – but unfortunately, I speak from experience when I say it is still alive and well. It's one of the reasons I founded LexION Capital to be the...

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