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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

Ron Carson Reason to Follow: Wealth of experience and strategic vision as the founder of Carson Group Ron Carson is another household name among financial advisors, and one of our personal heroes and mentors. He founded Carson Group in 1983, which now has over $15 billion in assets under advisement. billion in client assets.

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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

Ron Carson Reason to Follow: Wealth of experience and strategic vision as the founder of Carson Group Ron Carson is another household name among financial advisors, and one of our personal heroes and mentors. He founded Carson Group in 1983, which now has over $15 billion in assets under advisement. billion in client assets.

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Transcript: Julian Salisbury, GS

The Big Picture

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. At the end of 2008, we owned a lot of illiquid assets.

Assets 290
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Transcript: David Snyderman, Magnetar Capital

The Big Picture

So I saw many companies then taxed and financial services. 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.

Banking 143
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Transcript: Robyn Grew

The Big Picture

This is a fascinating conversation about business growth and leadership and management and how to run a team. And now we, you know, we’re just shy of $145 billion of assets on the management across the entire credit curve. And quite frankly, I didn’t know what financial services was. But the roots are deep.

Clients 154
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Transcript: Ted Seides

The Big Picture

And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. So I think selecting managers in any asset class has that two pieces.