2013 Math Wealth Management 
The Big Picture
MAY 9, 2023
He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry.
The Big Picture
SEPTEMBER 12, 2022
She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. She really has an incredible background in everything from capital markets to derivatives, to wealth management. And again, we carry this through to wealth management more broadly.
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The Big Picture
JULY 29, 2024
There are few people who have her unique insights into the inside baseball of what drives change in actual wealth management, not only working with FINRA and the SEC on the regulatory side and working on the technology side, but having some insight into behavioral finance and understanding what advisors need to help their clients obtain their goals.
The Big Picture
NOVEMBER 15, 2022
They had the vision there that, oh, no, this is where all of wealth management is going to head, and built a business which eventually through, you know, acquiring the right names and URLs became ETF.com. I read all those academic papers, I understand where the math comes from. It’s how math works. RITHOLTZ: Right.
The Big Picture
JULY 31, 2023
And then I don’t know what God smiled on me, but I got hired by the Wall Street Journal in 2013. RITHOLTZ: So you start in 2013, and then you proceed to get some major news stories that you either covered intimately or broke. You know, when I got hired in 2013, M&A was dead. And that’s sort of the math.
The Big Picture
MAY 16, 2023
So in 2013, just like you said, VCs are not perfect. LINDZON: So at the time in 2013, you could look through the financial statements of Schwab and TD public statements, and they were spending $150 for a customer acquisition. So this is the math that I applied. So think about this, do the math. They are like MOS.
The Big Picture
MAY 2, 2023
I was working at UBS in wealth management. I was in wealth management at UBS, and this was 2008 when Lehman collapsed, and the world effectively imploded, certainly for people of my age who had no authority at all. This is 2012, 2013, was enormous in the industry. BENJAMIN CLYMER, EXECUTIVE CHAIRMAN, HODINKEE: Yes.
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