Rally Up! is a podcast by InspereX that brings financial professionals and their clients the tools, ideas, and real-world insights shaping the future of advice. Our goal is to curate a diverse lineup of experts who understand what it takes to grow, adapt, and succeed in today’s advisory landscape. Get ready to rally your mindset. This is the place to have real conversations about what IS possible.
HOST
Bob McDermott
Managing Director, Head of WMS Product & Partnerships, InspereX
FEATURED GUEST
Craig Kirkpatrick
Co-founder of Optimal AdvisorAI
In the premiere episode of Rally Up!, InspereX Managing Director Bob McDermott sits down with Optimal AdvisorAI Co-Founder Craig Kirkpatrick to explore practical, real-world applications of artificial intelligence in wealth management.
Managing Director, Head of WMS Product & Partnerships
Bob McDermott leads the Product Management, Product Development, and Relationship Management efforts for Wealth Management Solutions. His focus is on driving innovation and expanding partnerships with broker-dealers and wealth management firms. Previously, as National Sales Manager at InspereX, he led the firm’s wholesaling team in the distribution of structured products. Bob has more than 30 years of experience in the strategic distribution of investment solutions at the retail and institutional levels. Previously, he was Head of Relationship Management at a $30B ETF Strategist, leading teams responsible for national key account management, platform sales, and global client service. Bob also enjoyed a 16-year tenure at Putnam Investments as Senior Vice President in the retail management division. He earned a BA in political science from Providence College. Bob holds Series 7, 24, 63, & life insurance licenses.
InspereX pioneered the delivery of innovative strategies to the retail market and has since become an industry leader in underwriting, marketing, and distributing structured products, ETFs, alternative investments, and new‑issue and secondary fixed income securities. We provide issuers with differentiated distribution capabilities while supporting investors and advisors with unique solutions, all delivered through personalized service enhanced by technology that integrates market intelligence and streamlines workflows. InspereX represents more than 500 issuing entities, distributes to more than 1,500 partners, and has distributed more than $850 billion in new issue securities. The firm has six trading desks and more than 190 employees with offices in Delray Beach, FL; Chicago, IL; New York, NY; and Little Rock, AR.
