Wealth Management

JUNE 20, 2025

Prior to his six years with WM , Janowski worked for Forrester Research as an analyst covering Digital Wealth Management. His work covering the advisor tech space began in 2007 when he joined InvestmentNews as the advisor industry’s first dedicated technology reporter. now Pontera).

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Wealth Management

JUNE 20, 2025

Related: The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish “Estate planning is one of the things that advisors [repeatedly] tell us that they found immediate value in [post-merger] because it is part of the turnkey [Mercer] offering and does not mean referring a client outside the firm,” said Orff.

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The Big Picture

MARCH 25, 2025

And you had the great insight and business acumen to tap out of Bear Stearns in 2007 with all of those options that you had and exercise the options, sell them and launch your shortness, the asset management. And actually you might remember I started the first online investment advisor called Net Folio. In 1999, 2000.

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The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. And that’s relevant to your question because from the very early days before I was there, they kind of operated separate investment teams.

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Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. Thanks for joining me. My name is Ryan Kelley. Short-term rates are quite high.

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The Big Picture

JULY 11, 2023

So she wants her portfolio managed that way. You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right. So this is a simple CRM system that’s just for the business of being a financial advisor. We actually acquired in 2007 a local asset management.

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