CFO News Room

NOVEMBER 8, 2022

My guest on today’s podcast is Cean Kenefick-Rogers. Welcome back to the 306th episode of the Financial Advisor Success Podcast ! Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

MARCH 26, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast, what can I say? I don’t know what else to say about her. I don’t know what else to say about her. It was 2015. You were great.

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Investments Marketing Concentration Economics 57

Barry Ritholtz

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. You go to a few firms before you end up at Merrill Lynch in 1988, not too long after the crash. RITHOLTZ: Tell us a little bit what Mother Merrill was like in the late ‘80s.

Quantitative Analysis 61

Quantitative Analysis Investments Valuation Marketing 61

Barry Ritholtz

FEBRUARY 12, 2024

What a fascinating investor and what a fascinating career David has had. The performance at the fund flagged, which sort of set him back hunting for what was going wrong with his style of value investing. What’d you study there? What was the original career plan? I’m excited to be here.

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Investments Marketing Numbers Entertainment 114