“Finance/Investment expert with over 25 years' Wall Street experience. Currently an RIA consultant and recruiter, CIO for a foundation.”
For over 25 years, I’ve been an investor across many of Wall Street’s key financial intersections—large investment firms, hedge funds, RIAs and foundations. As a finance recruiter and investor, I’ve had a front‑row seat to how top investors think about risk, incentives, and building durable teams that actually compound capital. I can translate that into candid conversations on how investors and advisors can make better decisions, evaluate investment choices, and manage money for clients from retail to ultra-high net worth. Expect specific stories from real searches, practical frameworks for listeners managing their own careers or practices, and an unvarnished view of where the industry is heading in an era of fee compression, AI, and consolidation.
5 minute read. Performance. Market Bullets.