2003, Risk Management and Wealth Advisor - Financial Advisor Source

Transcript: Julian Salisbury, GS

The Big Picture

MAY 9, 2023

And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business. They have a different liability structure, different investment goals, different investment risk tolerances, and we have different teams. RITHOLTZ: They just became distressed.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. She obtained her CFP designation in 2003. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.

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Transcript: Julian Salisbury, GS

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

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