The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 5 | The Authentic Advisor featuring Vance Barse

The Alternatives Mason: Building Alts Knowledge Brick by Brick

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 5 "The Authentic Advisor" features Vance Barse, CPWA®, AIF® , Wealth Strategist & Founder of Your Dedicated Fiduciary®.

Vance graduated from the University of Maryland with a B.S. in Neurobiology & Neurophysiology. He began his career in financial services with Altegris Investments as Regional Director of Intermediary Relationships. He consulted leading private wealth management firms and financial advisors across the nation.

Vance brings a unique perspective on wealth management as he’s seen the business from the inside. At Altegris, his clients were leading financial advisors at banks such as Merrill Lynch, Morgan Stanley, and UBS; independent broker-dealers such as LPL, Ameriprise, and Raymond James; registered investment advisers; and family offices. This has allowed him the deep expertise in services and strategies that financial advisors offer – and, more importantly, the services and strategies they often don’t offer. Who you have serving you can make a big difference, particularly when it comes to complex planning strategies.

After nearly a decade in his role with Altegris, Vance became a financial planner and founded Your Dedicated Fiduciary® with the desire to positively impact those he serves by filling in the gaps often left behind by other advisors.

Learn More about Your Dedicated Fiduciary

Follow on LinkedIn Vance Barse

Follow on 𝕏 @VanceBarse

Subscribe to Vance's YouTube Channel @yourdedicatedfiduciary

Host Brittany Mason’s diverse background has given her a unique perspective stepping in to the role as Chief of Staff at Banríon Capital. Throughout her career she has embraced challenging projects proving her ability to lead the development and the successful launch of brands. From staffing, branding, and marketing, Brittany has spent the last 20 years working in the fashion and entertainment industry with some of the world’s most iconic brands. This includes but not limited to event management and production for high scale events like the Superbowl, Indianapolis 500, TAO Group, NYFW, Miami Fashion Week, product launches at Salesforce’s Dreamforce, CES, and partnerships with brands such as John Frieda, Eleven Australia, and Valentino.

Her extensive work in the industry motivated Brittany to produce her own events. In 2013 her first directorial project was to spread awareness for Prostate Cancer. This 1 minute campaign video reached 13 million in just a few short weeks. This is when Brittany began producing charity fashion shows and coaching young entrepreneurs under her brand MOXIE Media. In Just one year Brittany worked with approximately 100 thousand students. In 2017 Brittany launched MOXIE Media Productions in Ireland, becoming the Director and license holder of Miss Universe Ireland. Brittany is known for the rebrand and launch of the Universe brand in Ireland and over the course of 5 years built a historical track record for the country that earned several global awards. Miss Universe Ireland became one of the country’s most exclusive and sought out events to attend. In 2019 MOXIE Media gained the right to Miss Indiana USA and Miss Indiana Teen USA making it the first production company in history to participate in the 3 largest competitions year after year; Miss Teen USA, Miss USA, and Miss Universe. Through her work she has shown her commitment to creating career opportunities and empowering others, especially women to become leaders within their own communities.

​In 2021 Brittany had the desire to develop more in the financial industry leading her to take the role as a purchase banker for Rocket Mortgage. During her short time at Rocket Brittany quickly made a name for herself, licensed in 14 states she earned several production awards including winning March Madness as one of the top producing bankers in the country and the only female in the region.

​Brittany studied international business at Ball State University, Fashion Law at Fordham Law School, as well as Film Production at Pulse Media College Ireland and Fashion Design at the Dublin Institute of Design.

Follow Brittany on 𝕏: @Brittany_Mason

Follow Banrion on 𝕏: @Banrion_Capital

Subscribe to our YouTube Channel: @QueenofAlts

Important Disclosures: The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.

It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results.

The guests featured on this program may be participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Banrion Capital Management or its affiliates. This information is intended to provide educational value, highlight issues and should not be considered advice, an endorsement or a recommendation.

All Banrion Capital trademarks mentioned are owned by Banrion Capital Management, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.