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.

Episoder(134)

Episode 134: Gabe Phillips, Founder & CEO of Catalyst Power

Episode 134: Gabe Phillips, Founder & CEO of Catalyst Power

I’m excited to bring Gabe Phillips onto The Real Takk Podcast. Gabe is the founder and CEO of Catalyst Power, a New York-based integrated energy company that’s helping mid-market commercial and indust...

27 Mar 1h 8min

Episode 133: Ann Korchak, Board President of SPONY, the Small Property Owners of New York

Episode 133: Ann Korchak, Board President of SPONY, the Small Property Owners of New York

I am thrilled to have Ann Korchak, the Board President of the Small Property Owners of New York, or SPONY. What exactly is SPONY? They are a non-profit, all-volunteer advocacy and education organizati...

6 Mar 1h 26min

Episode 132: 2026 First Solo Pod on Rezoning & Real Estate Players in the Epstein Files

Episode 132: 2026 First Solo Pod on Rezoning & Real Estate Players in the Epstein Files

In this solo episode of The Real Takk Podcast, I unpack the complexities of NYC rezoning and spotlight the Midtown South Mixed-Use Plan, approved in August 2025. After decades of outdated zoning, it f...

20 Feb 34min

Episode 131: Year-End Wrap-Up & Prediction Pod with Frank Giordano of Charney Co.

Episode 131: Year-End Wrap-Up & Prediction Pod with Frank Giordano of Charney Co.

Ladies and gentlemen, welcome back to The Real Takk Podcast, where we dive deep into the high-stakes world of NYC real estate, the stories behind the deals, and the lives of the power players making i...

19 Des 202553min

Episode 130: Esther Patten of Compass NYC, The End of Year Wrap up Pod & 2026 Real Estate Prediction Podcast

Episode 130: Esther Patten of Compass NYC, The End of Year Wrap up Pod & 2026 Real Estate Prediction Podcast

Ladies and gentlemen, welcome back to The Real Takk Podcast, where we dive deep into the high-stakes world of NYC real estate, the stories behind the deals, and the lives of the power players making i...

12 Des 202554min

Episode 129:  Elkin Serna of Compass NYC, The End of Year Wrap up Pod & 2026 Real Estate Prediction Podcast

Episode 129:  Elkin Serna of Compass NYC, The End of Year Wrap up Pod & 2026 Real Estate Prediction Podcast

We're back with an annual tradition of wrapping up the good & the bad of real estate in 2025, and the prediction pod of 2026.  I am here with my good friend Elkin Serna,  Elkin is voted the “Best Real...

5 Des 202559min

Episode 128:  Rachel Hausman Masse of Compass Boise, Idaho, The 5 Mile Lifestyle & 3rd Generation Real Estate Power Agent

Episode 128: Rachel Hausman Masse of Compass Boise, Idaho, The 5 Mile Lifestyle & 3rd Generation Real Estate Power Agent

I’m absolutely thrilled to introduce a powerhouse who's not just reshaping the Boise, Idaho market but inspiring a whole generation of agents with her blend of grit, heart, and unyielding expertise.  ...

14 Nov 20251h 17min

Episode 127: Chris Okada of Okada & Co. NYC Commercial Real Estate 2025, Mamdani, & Growing Your Team & Business

Episode 127: Chris Okada of Okada & Co. NYC Commercial Real Estate 2025, Mamdani, & Growing Your Team & Business

Very excited to bring back Chris Okada of Okada & Co., this time in person, since he last joined us back during the depths of COVID back in the summer of 2020.   Chris is the founder & owner of Okada ...

17 Okt 20251h 21min

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