client-relations my-life-client-my-advisor-and-his-team-speaks-my-language-and-my-husband-s-too 
The Big Picture
NOVEMBER 14, 2023
She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. But that was Linda’s career path.
The Big Picture
SEPTEMBER 12, 2022
They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. With no further ado, my conversation with Citi Global Wealth’s Kristen Bitterly Michell. I thought this was quite fascinating, and I think you will also.
The Big Picture
APRIL 25, 2023
Really there are a few people in the industry with a better perch on what’s going on, a better position to see the industry, which, depending on which survey you read, is anywhere between $38 trillion and $97 trillion. With no further ado, MarketCounsel’s Brian Hamburger. It’s so great to be here.
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