Join NuView for our Tuesday Workshop:

Money Minds: Understanding Financial Behavior

Tuesday, September 17th | 12:00 P.M. EST
 oin us for an exclusive live class, "Making a Case for Alternatives," on Tuesday, September 10th, at 12:00 PM EST. Hosted by Lisa Rodriquez, Director of Sales at NuView Trust Company, and featuring Richard Hillson, founder of Hillson Consulting, this session is an unmissable opportunity for investors and financial professionals to deepen their understanding of alternative investments. Richard Hillson will provide a comprehensive overview of various types of alternatives, discussing their unique risk and return profiles. He will also explore strategies for balancing your portfolio to maximize returns, offering insights into how alternatives can enhance your investment strategy.

Join us on September 17th at 12:00 PM EST for "Money Minds: Understanding Financial Behavior," a deep dive into the psychology behind financial decision-making. Hosted by Raniero Gimeno, National Sales Executive, this session will feature special guest Joe Hart, Director of Capital Markets with RealSource Properties. During this engaging class, Joe will explore how our brains influence the financial choices we make, uncovering the underlying psychological factors that drive our decisions.

In this insightful session, Joe will explore the key determinants of investment success and explain how various cognitive biases, such as recency bias, familiarity bias, attention bias, and herding bias, can impact our financial decisions. By understanding these biases, you'll gain valuable insights into why people make the choices they do, both in general life and in finance. Don't miss this opportunity to learn from a seasoned expert!

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Meet Our Speaker

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Steve Maldonado
Business Development Representative

A student of Finance at the University of Central Florida, Steve has applied his knowledge to a career in Sales and Business Development working with and building teams to adapt to new market trends in the alternative asset industry.  
Becoming an expert on retirement accounts, Steve has used his industry knowledge to move into his current position as Director of Syndication Solutions at NuView Trust - a premier custodian for self-directed alternative investments with over $2.5B of assets under management. 


Since working with NuView, Steve has had the privilege of developing new relationships with some of the top GPs and Syndicators in the industry, helping them maximize their capital-raising potential through retirement accounts. 
Working closely with NuView's Private Equity team, Steve has assisted in facilitating over 15,000 private equity transactions equating to over $1.25B in equity deployed. 


Steve's passion lies in educating others on how to raise capital from retirement accounts, providing GPs and Syndicators the right tools to get started raising capital through IRA and 401(k) accounts. He is heavily recruited to speak for podcasts or other events as a subject matter expert in tax-advantaged investing through retirement accounts.  
Outside of NuView Trust, Steve is a single father to a beautiful son Steven Jr. They enjoy hiking, kayaking, and adventuring together.
Steve also has a passion for charity and regularly donates his time to the community, participating in projects for Habitat for Humanity, The Sharing Center, and Volunteer Florida. 

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NuView does not provide tax, legal or investment advice, nor do we sell investments. We custody IRA(s), ESAs, HSAs, and 401ks that hold alternative investments chosen by the client. NuView Trust is not affiliated with any of the parties referenced on this website and maintains a separate passive custodial role. NuView Trust does not perform due diligence on any asset it custodies, and makes no representations or warrants relating to the underlying asset(s) value or its current, past or future performance. NuView Trust is an affiliate of Inspira Financial Trust, LLC. Inspira and Inspira Financial are trademarks of Inspira Financial Trust, LLC.