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Leonard Weiss started his career in 1977 at Shearson Hayden & Stone and later worked for firms including Prudential/Wachovia and EF Hutton before founding Weiss Wealth Management Group of Raymond James in 2005. “We billion in client assets in 2025. I wouldn’t be in this business without my dad,” Hack said.
And this was in 2005. It was not our plan. So we moved our family over here from Paris in 2005. And who by the way, also have a PhD in economics because they were the ones who got me into de bank starting in 2005. White paper was about asset backed finance. And it was a 2003 and we lived in Paris.
John Furey and I discuss: John’s thoughts on the 2005-2010 “breakaway movement” that created so many new RIAs versus where the industry is today. Potential long-term effects of a concentration of assets at big firms and the “barbell effect.”
They really encouraged us to, to start businesses. So I remember writing the merger, our businessplan there. And then implementing the business. So Magnetar launches in 2005 with some capital, and you joined you, you weren’t one of the original founders, but you joined not long afterwards.
Meredith is the Founder & CEO of Artisan Financial Strategies, a hybrid advisory firm based in Alpharetta, Georgia, that oversees $77M in assets under management for 120 client households.
And I’m like, dad, I found I need 25 grand to get going and my dad said send me a businessplan. I went to business school RITHOLTZ: He just wanted you to go through the exercise. LINDZON: No, so obviously, I did the businessplan, I’m kidding. RITHOLTZ: 2004, 2005. RITHOLTZ: 2005.
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