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.

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130

Nerd's Eye View

JANUARY 17, 2023

What's unique about Matt, though, is how he and his wife have translated the years of hands-on support they’ve provided to independent advisory firms to improve their operations, tech stack, and overall scalability, into creating an entire community for the industry’s Chief Operating Officers – aptly dubbed as PFI’s “COO (..)

Consulting 130

Consulting Recruitment Financial Advisor Financial Planning 130

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.

Financial Advisor 130

Financial Advisor Recruitment Clients Financial Services 130

The Big Picture

JUNE 7, 2023

And I as I as someone who has been recruiting in this industry for the past 20 years with my team and we’re working with the biggest, most successful funds in the world, it’s tough. What is that business plan look like? They may want to look at as a real business. They want to understand the plan.

Management 272

Management Investing Investments Economics 272

The Big Picture

MARCH 5, 2024

What, what was the career plan? They really encouraged us to, to start businesses. So I remember writing the merger, our business plan there. And then implementing the business. But for us, the North star is always creating the best portfolios to deliver to our clients. So, so it’s pretty neat.

Banking 144

Banking Portfolio Assets Investing 144

The Big Picture

JULY 4, 2023

. ~~~ Ilana Weinstein on the War for Talent at Hedge Funds (Podcast) ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. You go from Goldman Sachs to Harvard Business School to the Boston Consulting Group.

Management 144

Management Recruitment Numbers Banking 144

Good Financial Cents

APRIL 19, 2023

Once the course is complete, I do some continued marketing and client support which amounts to just a few hours per week, while sales roll in month after month. You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. I went to business school RITHOLTZ: He just wanted you to go through the exercise. LINDZON: No, so obviously, I did the business plan, I’m kidding. I’m like, dude I’m your son. RITHOLTZ: Yes.

Media 284

Media Investing Investments Valuation 284