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Do you know your Investor DNA?

The Richer Geek

Russ began his professional career as an investment advisor in 2004 after graduating from Auburn University — a slight foray from 10-year-old Russ’ dream of becoming a professional baseball pitcher. And it may be estate planning, or it may be through the use of different cash management tools.

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Transcript: Peter Mallouk, Creative Planning

The Big Picture

Barry Ritholtz: So long before you went to ku, creative Planning was formed in Kansas. What led you to acquire the company in 2004? You were doing some estate planning and other legal services. That was back in 1983. You were an employee at the time, weren’t you? Peter Mallouk : I was. That’s right.

Planning 162