The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. It was Mass Financial Services.

Math 130

Math Management Insurance Assets 130

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases.

Assets 286

Assets Clients Investing Investments 286

The Big Picture

MAY 30, 2023

Different risk tolerance and different business plan. BRYANT: So money, unlike math, money is highly emotional. Goldman Sachs, there was a guy named Goldman and a guy named Sachs selling financial services door to door. These things you need to access banking, financial services, market economy, investors.

Banking 141

Banking Economics Economy Business Planning 141

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. And then the interesting thing is before we really saw that the unwinding of risk, I mean, you saw credit spreads widen, right? I’m talking about diversified financial services.

Clients 286

Clients Wealth Management Investing Investments 286