The Big Picture

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. And again, I ended up in the financial services audit practice at KPMG. They have a different liability structure, different investment goals, different investment risk tolerances, and we have different teams.

Assets 283

Assets Clients Investing Investments 283

The Big Picture

NOVEMBER 14, 2023

00:02:59 [Speaker Changed] I was not, I was waitressing one summer, my final summer after my senior year and a friend called and said, I just interviewed with the financial services company. It was Mass Financial Services. Didn’t really think about going into financial services. I’m Barry Ritos.

Math 130

Math Management Insurance Assets 130

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. I’m sure you remember this as well in terms of the bond market, whether you were looking at structured products, bonds, this idea that, hey, it’s issued by this bank, that bank, well-known diversified financial services institution. I’m talking about diversified financial services.

Clients 283

Clients Wealth Management Investing Investments 283