Month: May 2026

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Estate Planning Isn’t Done When You Sign the Papers with Brad Repinsky (Ep. 97)

Estate Planning Isn’t Done When You Sign the Papers with Brad Repinsky (Ep. 97)

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Many people assume their estate planning is “done” once the documents are signed, but that’s actually only the beginning. This conversation explores what actually happens when financial, tax, and estate planning are all aligned.

In this episode, Robert Curtiss sits down with Brad Repinsky to break down how integrating financial planning, estate planning, and tax strategy can help create a more coordinated decision making for families over time.

Key takeaways:

  • Why a clear net worth snapshot can uncover gaps in your current plan
  • How account titling and beneficiary designations can override estate documents
  • What “estate ease” means and why it matters for your family
  • When strategies like QCDs and Roth conversions may help manage taxes
  • How to think about wealth transfer across generations in a more intentional way
  • And more!

Resources:

Connect with Brad Repinsky:

Connect with Robert Curtiss:

About Our Guest:

Brad Repinsky is the Director of Estate, Tax, and Financial Planning at Signature Estate and Investment Advisors. With over 20 years of experience, including roles at Goldman Sachs and Fidelity, Brad specializes in helping high-net-worth and ultra-high-net-worth families navigate complex planning decisions. As a former attorney, he brings a unique perspective to integrating estate planning, tax strategy, and wealth management to help clients create clarity, efficiency, and long-term alignment with their goals. 
Private Credit, AI Concerns, and the Power of Diversification with Mark Gatto (Ep. 96)

Private Credit, AI Concerns, and the Power of Diversification with Mark Gatto (Ep. 96)

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Markets shift, headlines create noise, and uncertainty rises, but what actually matters when building a resilient portfolio?

How do you separate real risks from exaggerated fears and position yourself for long-term growth?

In this episode, Robert Curtiss welcomes back Mark Gatto, Chief Executive Officer at CION Investments, to discuss the growing attention to private credit and the role of diversification in uncertain markets. They explore how AI concerns are shaping investor sentiment, why fund structure and liquidity matter, and how infrastructure investing offers long-term opportunity. 

Mark also shares insights on manager selection, underwriting discipline, and how individual investors can access strategies once reserved for institutions.

Key takeaways:

  • How private credit continues gaining attention and why concerns around AI disruption may be overstated
  • Why understanding fund structure, liquidity limits, and redemption mechanics is critical for investors
  • How diversification across sectors and geographies helps reduce risk in changing market conditions
  • The difference between direct investing and allocating capital to other managers in private markets
  • Why infrastructure investing presents long-term growth potential across multiple sectors and assets
  • And more!

Resources:

Connect with Mark Gatto:

Connect with Robert Curtiss:

About Our Guest:

Mark Gatto is Co-Founder, Co-Chief Executive Officer, and Co-President of CION Investment Group, CION Investment Corporation (CIC), and CION Grosvenor Infrastructure Fund.

He is also a Director and Co-Chief Executive Officer of CION Ares Diversified Credit Fund (CADC). Mr. Gatto serves on the investment committee of CIC and the investment allocation committee of CADC.

Mr. Gatto joined CION in 1999. He served as Executive Vice President and Chief Acquisitions Officer from May 2007 through January 2008. He served as Executive Vice President of Business Development from May 2006 through May 2007 and Vice President of Marketing from August 2005 through February 2006. He was also Associate General Counsel from November 1999 until October 2000.

Previously, Mr. Gatto served as an executive at a leading international product development and marketing company from 2000 through 2003. Later, he co-founded a specialty business-consulting firm in New York City, where he served as its managing partner before re-joining CION in 2005. He was also an attorney in private practice prior to joining the firm.

Mr. Gatto received an M.B.A. from the W. Paul Stillman School of Business at Seton Hall University, a J.D. from Seton Hall University School of Law, and a B.S. from Montclair State University.

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