Month: November 2025
The WealthStack Podcast: Modern Philanthropy Reimagined with Sarah Angello

The WealthStack Podcast: Modern Philanthropy Reimagined with Sarah Angello

By |

When giving meets innovation, philanthropy transforms from a year-end transaction into a powerful force for ongoing impact.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Sarah Angello, co-founder of Daffodil, to discuss how technology is modernizing charitable giving and helping advisors weave generosity into their clients’ financial planning. 

Sarah shares how Daffodil’s platform bridges wealth management and philanthropy, the rise of donor-advised funds and the next wave of “always-on giving” powered by artificial intelligence and data-driven insights.

Key takeaways:

  • How Daffodil turns charitable giving into a continuous part of wealth management rather than a one-time transaction
  • Why integrating philanthropy conversations strengthens client loyalty and retention
  • The truth about donor-advised funds and why they are far more active than critics claim
  • How AI is enabling personalized, real-time impact reporting and smarter giving strategies
  • The shift toward “always-on giving” and how advisors can prepare for the next generation of donors

Resources:

Connect with Shannon Rosic:

Connect with Sarah Angello:

About Our Guest:

Sarah Angello is the Co-Founder of Daffodil. Sarah brings over 15 years of experience, blending tech-for-good expertise with experience working with donor-advised funds, philanthropic capital networks, and nonprofits. She has served on grants and advising panels for the City of New York, numerous private foundations, and social good enterprises throughout the US

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The WealthStack Podcast: Why Consistency Is the New Scalability with JP Pattinson

The WealthStack Podcast: Why Consistency Is the New Scalability with JP Pattinson

By |

Wealth management is no longer powered by people using technology, it’s powered by firms built on it. As artificial intelligence, data and digital experiences reshape the industry, the winners will be those who modernize from the inside out, and where infrastructure, integration and culture work together to deliver scalable, human-centric advice.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with JP Pattinson, chief information and digital officer at MAI Capital Management, to unpack how leading RIAs are transforming their tech foundations to prepare for what’s next. Drawing on his unique journey from advisor to technologist, JP shares how he’s bridging innovation and practicality. 

Key takeaways:

  • How MAI Capital is using Salesforce Financial Services Cloud as its digital foundation
  • Why “consistency is the new scalability” for enterprise RIAs
  • The growing importance of cybersecurity and centralized vendor management programs
  • How to align tech adoption with advisor experience 
  • How to balance short-term tech demands with long-term vision

Resources:

Connect with Shannon Rosic:

Connect with JP Pattinson:

About Our Guest:

JP Pattinson is the Chief Information and Digital Officer at MAI Capital Management, where he leads the firm’s digital and technology strategy, overseeing network infrastructure, management information systems, applications, and both client and advisor digital experiences. He joined MAI in 2024 after an extensive career at Merit Financial Advisors, where he served in multiple roles, including client service, relationship management, and 12 years as a wealth advisor before becoming Vice President of Technology. Outside of work, JP is actively involved with the Remember the Fallen charity and enjoys traveling and spending time with his family. He holds a Bachelor’s Degree in Personal Financial Planning from Texas Tech University and a Bachelor’s Degree in Financial Services from the University of North Texas.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories