The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. New York is number one. Two reasons.

Assets 141

Assets Management Portfolio Investing 141

The Big Picture

JUNE 6, 2023

And they do that for 35 years tweaking numbers I go you won, you won the game. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. In fact, here’s the phone number you call, and you will get your $37 fee waived. Number two is travel.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. One, we also saw a record number of credit card openings in Q1 and Q2.

Clients 286

Clients Wealth Management Investing Investments 286

The Big Picture

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. They’re asset allocation model driven folks. You’re actually crunching a lot of numbers.

Banking 141

Banking Investing Investments Marketing 141