The Big Picture

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. You know, in those days these companies hired, you know, crops of undergrads.

Management 130

Management Assets Portfolio Insurance 130

The Big Picture

MAY 9, 2023

So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. So you’re Chief Investment officer of Asset and Wealth Management. So we have a tried and tested kind of campus recruitment approach.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

MARCH 5, 2024

So they’d give individual asset allocation to people and they’d go invest their money. So that would be the draw, you know, the train lines end there so you can recruit people from, from the city, but it, it was probably a little more selfish. And first was, we’re gonna have a culture of collaboration.

Banking 147

Banking Portfolio Assets Investing 147

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. One of the reasons I went to Merrill is I was recruited by one of my best friends, who is Sally Crotch? As baby analysts.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147