The Big Picture

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. And it’s how we’re built and those are economies of scale. RITHOLTZ: So you joined the leadership team in 2001, which is, you know, a decade — BUCKLEY: All right. RITHOLTZ: Yeah.

Clients 279

Clients Investing Investments Retirement 279

The Big Picture

SEPTEMBER 23, 2024

He also spent time at Sebus and More Capital before launching his own firm in 2001. I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. I write a business plan for it. When you launched in 2001, what were you launching with More is a hundred plus.

Banking 147

Banking Investing Investments Assets 147

The Big Picture

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. COHAN: His memoir came out literally on September 11th, 2001. And this book comes out on September 11, 2001. They were really an M&A machine.

Engineering 259

Engineering Banking Numbers Management 259