2003, Numbers, Risk Management and Wealth Advisor

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. She obtained her CFP designation in 2003. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.

Financial Advisor

Financial Advisor Fiduciary Duty Insurance Financial Advice

Transcript: Julian Salisbury, GS

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. So we really had to work through that over a number of years. What can I say about Julian Salisbury?

Assets

Assets Clients Investing Investments

Financial Advisor Source

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Transcript: Julian Salisbury, GS

Webinars

Stay Connected