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41 Top Influencers for Financial Advisors in 2023

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Lazetta is also a member of the CNBC Digital Financial Advisor Council and a contributor on Wealth Management to the WSJ Experts blog. . Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. Peter Lazaroff is the Chief Investment Officer at Plancorp, which currently manages over $5.5

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Transcript: Eric Balchunas

The Big Picture

BALCHUNAS: I went to the Institutional Investor Magazine Newsletter division. That’s how good the economy was. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. Bloomberg makes perfect sense, and they were hiring, but I just wasn’t qualified, I guess.

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