Episode 54:  David Snider with Harness Wealth, & Ex-COO / CFO of Compass.  How Money is Raised, Securing a Lead Investor, On Softbank, Securing Your Financial Future After Liquidity Event

Episode 54: David Snider with Harness Wealth, & Ex-COO / CFO of Compass. How Money is Raised, Securing a Lead Investor, On Softbank, Securing Your Financial Future After Liquidity Event

David is one of the most successful individuals I have encountered in my life, and probably one of the top serial entrepreneurs in NYC in the last 10 years. Success can be defined in various ways, both subjectively and objectively. But to rattle off a few facts, David's completed his undergrad at Duke, attended HBS, & worked in the corporate field at Bain for a few years, published a book "Money Makers", (available on Amazon), all before turning 30.

We met around 8 years ago at Urban Compass, at a small loft office in Soho with just a few brokers and a dozen engineers. He started there as the COO, then eventually became the CFO & handled the financial operations of Compass until it became a $2B company.

Fast forward to today, David is the founder & CEO of Harness Wealth, an early-stage consumer wealth tech company dedicated to helping clients unlock financial opportunities to achieve their best financial future through their customized approach. Find out how:

-To pick the right team after a liquidity event

-Securing your financial future by picking you the right financial advisory team

-Tax structures that small business owners may not be aware of that is to the benefit of a business owner

Follow David on IG at @harnesswealth or his website www.harnesswealth.com.

Jaksot(134)

Episode 118: Sarah Patton, Co-Head of Compass New Development New York City

Episode 118: Sarah Patton, Co-Head of Compass New Development New York City

I am pleased to have Sarah Patton on this episode of the Real Takk Podcast. Sarah co-heads our new development team with our previous guest, Dan Parker. Most recently, Sarah has been working closely w...

14 Maalis 202546min

Episode 117: Unveiling the Mind of Nico Moinian, Partner of Fortuna Realty Group

Episode 117: Unveiling the Mind of Nico Moinian, Partner of Fortuna Realty Group

Join us for an insightful episode with Nico Moinian, a true connoisseur of New York City real estate. Nico, a Partner at Fortuna Realty Group, brings a wealth of knowledge and experience to the indust...

31 Tammi 20251h 14min

Episode 116: Tony Sargent of Compass NYC, 2024 Reflections & 2025 Market Winners, Losers, & The Prediction Pod

Episode 116: Tony Sargent of Compass NYC, 2024 Reflections & 2025 Market Winners, Losers, & The Prediction Pod

I am pleased to have Tony on the wrap-up & prediction pod for 2024 and 2025.  Tony & I met at Compass several years ago, and I’ve come to know him as a smart, thoughtful, and opinionated real estate p...

10 Tammi 202554min

Episode 115: Sean Mcpeak of Serhant, Real Estate & Business 2024 Wrap Up & 2025 Prediction Pod

Episode 115: Sean Mcpeak of Serhant, Real Estate & Business 2024 Wrap Up & 2025 Prediction Pod

It's an annual end-of-the-year tradition by wrapping up the 2024 year in business & real estate with our guest Sean Mcpeak of the Empire Collective Team at Serhant.  Sean had a productive year with hi...

26 Joulu 202447min

Episode 114: Will Hardy, Chief of Staff to CEO @ Compass, The Heart & Soul of Real Estate Brokerage, Business, & Life.

Episode 114: Will Hardy, Chief of Staff to CEO @ Compass, The Heart & Soul of Real Estate Brokerage, Business, & Life.

I welcome my friend Will Hardy to the Real Takk Podcast, where we discuss real estate, the state of the brokerage business, the hardships we face as real estate agents and brokers, the NAR Settlement,...

14 Joulu 202449min

Episode 113: Dan Parker, Compass New York Development

Episode 113: Dan Parker, Compass New York Development

I am pleased to have Dan Parker, the Co-Head of Compass New Development, on this episode.  Dan is involved in every phase of the development process and leverages his relationships with top architects...

22 Marras 202443min

Episode 112: What is the FARE Act? My Thoughts on the Fairness in Apartment Rentals Act to Ban Brokers Fees

Episode 112: What is the FARE Act? My Thoughts on the Fairness in Apartment Rentals Act to Ban Brokers Fees

I'm jumping on to quickly discuss my thoughts on the FARE Act, AKA the Fairness in Apartment Rentals Act. Who does it help? How does the bill affect the overall market? How does this impact mom-and-po...

6 Marras 202422min

Episode 111: Elizabeth DeWoody, $500M+ Sales Volume in Palm Beach Florida, from Corporate to Real Estate

Episode 111: Elizabeth DeWoody, $500M+ Sales Volume in Palm Beach Florida, from Corporate to Real Estate

Recording from our HQ on Worth Avenue in Palm Beach, Florida, I welcome Elizabeth De Woody of Compass Palm Beach!  Born in Miami and raised in Central Florida, Elizabeth has called West Palm Beach hom...

11 Loka 202454min

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