The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. We also do asset allocation and overlays.

Math 130

Math Management Insurance Assets 130

The Big Picture

APRIL 8, 2025

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. 00:20:56 [Speaker Changed] So, so let’s talk a little bit about what goes into managing a hundred plus billion dollars in assets.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

JUNE 20, 2023

Or should this be kept out of private asset allocators’ hands? But the doctors that I have spoken to in emergency medicine say that’s absolutely not the case. There are statutes in more than 30 states across the country that bar what’s called the corporate practice of medicine.

Insurance 147

Insurance Healthcare Retail Medicine 147