About this episode
With Todd Stankiewicz, President & CIO, and Joe Castiglie, COO & CIO – SYKON Capital
Overview
Todd Stankiewicz and Joe Castiglie of SYKON Capital join Jason Diamond to discuss redefining success after Merrill, launching their own RIA, and how independence allowed them to combine institutional-caliber investing with behavioral insights to deliver peace of mind to clients.
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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
Watch…
https://youtu.be/EoWNsiS_-AA
About this episode…
For many advisors, success at a wirehouse is relatively easy to measure by assets, production, and growth.
But what happens when those metrics don’t reflect what should come by way of success—that is, a sense of feeling fulfilled?
This episode dives into the moment when two successful Merrill advisors realized that growth alone wasn’t the true measure of their success: it was delivering on their vision of providing real peace of mind to their clients. And that required a broader toolkit than the traditional model allowed.
So, Todd Stankiewicz and Joe Castiglie decided to launch their own RIA, SYKON Capital, and build a firm grounded in full control from investment philosophy to client experience to culture.
With Jason Diamond, Todd and Joe unpack their story, including:
The turning point in their conversations—and when it shifted from “We’re building something successful here,” to “We might want to build something of our own.”
Their definition of success—and how it evolved over time.
Their introduction to the independent community—and why it changed their perspective.
Their unique combination of institutional-caliber investment management and behavioral insight—and why they felt they could only achieve it in an independent model.
The operational and leadership perspective—and what they found to be the biggest and most surprising challenges in launching an independent firm.
For advisors who are successful where they are — but quietly wondering if there’s more on the other side — this conversation will challenge how you define control, growth, and impact.
Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.
