Beyond the Balance Sheet
Beyond the Balance Sheet dives into the stories behind the strategies. Hosted by Michael Pasquale, the podcast spotlights the people, passions, and purpose guiding modern wealth. Through candid conversations with creators and leaders, the podcast uncovers how financial decisions, cultural influence, and personal legacy intertwine. Inspiring, insightful, and made for listeners who want to think differently by looking beyond the balance sheet.
27 Aug 2026
Where Data, Research, and Intuition Drive Better Decisions
In this episode of Beyond the Balance Sheet, we sit down with Adam Parker, founder of Trivariate Research and Trivector Research, to discuss how data, intuition, and experience come together to shape investment decisions. With more than 25 years in equities research and investing, Adam shares insights from his career on both the buy side and sell side, his transition to entrepreneurship, and the challenges of building an independent research firm. He reflects on the qualities that distinguish exceptional investors, the value of exploring unconventional ideas, and his perspective on wealth and well-being beyond financial success.
30 Jul 2026
The Connection Between Mental and Financial Well-Being
In this episode of Beyond the Balance Sheet, we sit down with Maris Pasquale Doran, licensed psychotherapist, speaker, author, and founder of Midlife Mothers: Pause. Reset. Reclaim., to explore the powerful connection between mental and financial well-being. Drawing on two decades of clinical experience, Maris shares how identity, nervous system regulation, and the stories we tell ourselves influence the way we make decisions, navigate change, and show up in our relationships and work. From major life transitions and care giving responsibilities to stress, resilience, and emotional awareness, Maris offers practical insights on how understanding ourselves more deeply can lead to healthier choices, greater clarity, and a stronger foundation for both personal and financial well-being.
23 Jun 2026
From Inclusion to Influence with Mary Ellen Iskenderian
In this episode of Beyond the Balance Sheet, we sit down with Mary Ellen Iskenderian, CEO and President of Women’s World Banking, to explore what it really means for women to become the primary stewards of global wealth. From the gaps in today’s financial system to the emotional and behavioral side of money, Mary Ellen shares insights on how finance must evolve as well as what women can do to build resilience, confidence, and impact along the way.
Contact information
Contact information
Soteria Wealth Management
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652
