Michael Belluomini
Executive at Carson Wealth who discusses the firm's history, coaching program evolution, and M&A strategy, with emphasis on equity swaps, culture, and growth-oriented acquisitions.
Best podcasts with Michael Belluomini
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Mar 26, 2026 • 33min
Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan
Liam Heffernan, a Carson Wealth leader focused on integration, due diligence, and talent retention. Michael Belluomini, a Carson Wealth executive who shaped coaching and M&A strategy. They discuss equity swaps and minority-stake deals. They dig into culture-first acquisitions, separating net-new asset growth from market gains, and practical diligence steps for smooth transitions.
