Mentioned On
Episode Mentions
The Stacking Benjamins Show · May 6, 2026
How to Save Your First $25,000 -- The Roadmap Most People Get Wrong (SB1838)
“Referenced regarding shelf space fees and preferred platform placement for investment products”
Investing Experts · May 5, 2026
Know when to hold 'em and when to fold 'em
“Referenced as major institutional research provider with significant market impact on small-cap recommendations”
How I Invest with David Weisburd · Apr 29, 2026
E358: The Woman Behind the World's Top GP Brands | Jen Prosek
“Referenced as major wealth platform where GPs must activate financial advisors to drive retail distribution”
Choice Classic Radio Detectives | Old Time Radio · Apr 13, 2026
Yours Truly, Johnny Dollar: The Unholy Two Matter 01/10/1960
“Brokerage house where Paul Peterson and Doug Johnstone traded stocks and conducted investment business”
Cool People Who Did Cool Stuff · Apr 1, 2026
Part Two: SHAC and Modern Protest Tactics
“Divested 8 million shares from HLS following activist campaign pressure”
Better Offline · Mar 18, 2026
Prediction Markets with Rebecca Ungarino and Nick Devor
“Historical example of analyst conflicts exposed post-2001 (Henry Blodgett Amazon research scandal)”
20/20 · Mar 10, 2026
True Crime Vault: New Year's Evil
“Shelly Kovlin worked as a wealth manager at Merrill Lynch with her father and brother before being recruited to UBS”
ImpactAlpha Podcasts · Mar 4, 2026
CaribGROW fund seeks to bridge equity financing gaps for Caribbean food systems
“Former employer where John Morris ran Latin America and Caribbean operations”
American Scandal · Feb 3, 2026
Lehman Brothers | The Reckoning | 4
“Investment bank that was sold to Bank of America to prevent its collapse during the crisis”
WHAT WENT WRONG · Feb 2, 2026
Spider-Man: Into the Spider-Verse
“Provided $525 million financing to Marvel Studios in 2004 to produce films independently”
The Journal. · Jan 29, 2026
A Wall Street Legend and His Penthouse Sex Dungeon
“Recruited Rubin from Salomon Brothers in 1987; he caused a $250 million loss on mortgage securities”
American Scandal · Jan 27, 2026
Lehman Brothers | The Wolf at The Door | 3
“Investment bank that sold itself to Bank of America to avoid Lehman's fate; had $30B+ in toxic mortgage assets”
How Much Can I Make? — Real Jobs. Real Stories. Career Insights · Jan 26, 2026
How to build a personal brand, reinvent your career, and get paid to speak
“Hired Jennifer Brown to conduct seminars and strategy sessions for LGBTQ+ employees in early DEI work”
American Scandal · Jan 13, 2026
Lehman Brothers | The Gorilla of Wall Street | 1
“Investment bank mentioned as lacking federal wind-down authority similar to traditional banks”
The Compound and Friends · Jan 9, 2026
It's not 1929, but it might be - Andrew Ross Sorkin
“Historical firm founded by Charles Merrill who warned investors to exit market in 1928 before 90% rally”
Music Matters with Darrell Craig Harris · Dec 28, 2025
Senior Wealth Manager Rick Morse Talks Music, Money & Your Future
“Rick Morse's employer for 10 years; major wealth management and financial advisory firm serving high-net-worth clients”
The Digital Executive · Dec 22, 2025
Hossein Berenji on Hidden Crypto and High-Net-Worth Divorce | Ep 1174
“Referenced as a traditional financial institution analogue to centralized crypto exchanges for comparison purposes”
Unblinded with Sean Callagy · Dec 9, 2025
Inside Marvel Studios w/ Founder David Maisel
“Investment bank that financed Marvel's $525M film production facility in 2004”
The New Yorker Radio Hour · Nov 14, 2025
Andrew Ross Sorkin on What 1929 Teaches Us About 2025
“Founded 1928 by Charles Merrill who correctly warned to exit market before 1929 crash but timing made advice unprofitable”