Nerd's Eye View
MARCH 19, 2024
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. My guest on today's podcast is Meredith Moore.
Nerd's Eye View
JANUARY 17, 2023
We also talk about how Matt stumbled into his own advisory career in the late 1990s as a 22-year-old recent college graduate after a recruiter found him a job as an operations point person for an ultra-high-net-worth top-producing team of four brokers at the Beverly Hills branch of Merrill Lynch, how after admittedly making the mistake of leaving Merrill (..)
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
SEPTEMBER 13, 2022
billion in assets managed by over 20 affiliated independent advisor businesses. My guest on today's podcast is Carolyn Armitage. Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5
Nerd's Eye View
APRIL 4, 2023
Marc is the Founder of Fairhaven Wealth Management, an independent RIA based in Wheaton, Illinois, that oversees more than $1 billion in assets under management for 450 client households. My guest on today's podcast is Marc Horner.
Nerd's Eye View
MARCH 7, 2023
Yonhee is a Principal and the Chief Operating Officer of JMG Financial Group, an independent RIA based in Chicago, Illinois, that oversees nearly $5 billion in assets under management for close to 1,500 client households. My guest on today's podcast is Yonhee Choi Gordon.
Nerd's Eye View
SEPTEMBER 28, 2022
Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households. My guest on today's podcast is Joe Duran.
The Big Picture
MARCH 5, 2024
They really encouraged us to, to start businesses. So I remember writing the merger, our business plan there. And then implementing the business. So they’d give individual asset allocation to people and they’d go invest their money. So it’s, it’s assets like that.
Expert insights. Personalized for you.
173 
Let's personalize your content