Balanced PM is officially here.
This new XYPN podcast explores the principles behind portfolio construction through thoughtful, in-depth conversations designed for financial advisors navigating the realities of long-term investment management.
Hosted by XYPN Portfolio Analyst Joe Dunn, CFA, and XYPN Director of Investments Andrew Almeida, CFA, CFP®, Balanced PM brings together seasoned experience and emerging perspective to unpack how portfolios are designed, managed, and refined over time.
Joe Dunn, CFA brings more than a decade of industry experience spanning brokerage and RIA operations, individual bond analysis, and holistic portfolio management. But beyond the credentials and technical expertise, he’s someone who genuinely loves digging into how things work, asking better questions, and exploring the details behind complex investment concepts. That natural curiosity shapes the tone of the podcast and creates space for conversations that feel thoughtful, approachable, and grounded in continuous learning.
And outside of portfolio conversations? Joe loves hosting gatherings for friends and family, and loves participating in any kind of outdoor adventure.
While Andrew Almeida, CFA, CFP® brings nearly two decades of industry experience shaped by both independent firm ownership and a deep passion for investment education. After passing his Series 7 just six months after graduating high school, Andrew spent time at Wall Street firms like JPMorgan Chase & Co. and City National Bank before becoming XYPN Member number 300 and spending six years running his own RIA prior to joining the XYPN team.
Andrew has always believed that the best investment conversations are the ones rooted in clarity, not complexity. From volunteering to teach stock market classes to elementary school students in New York City to now helping advisors think more deeply about portfolio strategy, he brings an educational mindset into every episode.
And outside the world of investing? Andrew fully embraced remote life long before it became the norm. Whether he’s working from home, a coffee shop, or somewhere near a beach, he’s happiest building a life with flexibility, curiosity, and continuous learning at the center of it.
This is a podcast for advisors who enjoy the craft behind portfolio management. The conversations are intentional, detailed, and grounded in the real decisions advisors make every day on behalf of clients. From evidence-based investing and behavioral finance to risk management and retirement portfolio design, each episode delves into the frameworks that shape durable investment thinking.
And honestly, we’re excited about what this can become.
Balanced PM creates space for longer-form investment conversations that are thoughtful, practical, and built for advisors who want to continue sharpening their thinking about markets, portfolios, and long-term strategy.
Balanced PM officially launches on May 20, 2026, and we couldn’t be more excited for you to hear what’s ahead. Catch a special preview episode on Behind The Advisor, or dive straight into the full first episode on Balanced PM.
