While Kevin Kaylakie has worked hard to make SineCera Capital synonymous with an extraordinary client experience, he hasn’t accomplished this alone. Standing beside him each step of the way are his partners, Connee Sullivan and Adam Packer.
In this episode of Uncorrelated Minds, meet Connee, the Head of Family Office Services, and Adam, SineCera’s Chief Analyst. They discuss their positions at the firm and the ways they serve clients while also sharing a bit about who they are outside of the office.
We discuss:
- 01:00 Connee and how she helps clients
- 04:54 Who is on Connee’s team and what they do
- 06:13 What Connee does for fun when not working
- 07:05 One thing most people don’t know about Connee
- 07:37 How long Connee has been at SineCera
- 07:56 What the job of SineCera’s Chief Analyst entails
- 10:23 How Adam started his career in the industry
- 14:00 What made Adam want to join the firm
- 15:00 The mentoring Adam is involved with outside of working at the firm
- And more!
Tune in today to meet Connee and Adam and to learn about the expertise they have to offer!
Connect With SineCera Capital:
- info@SineCeraCapital.com
- SineCera Capital
- 512-980-4600
- LinkedIn: Kevin Kaylakie
- LinkedIn: Connee Sullivan
- LinkedIn: Adam Packer
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