Barry Ritholtz

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. Some don’t.

Investments 56

Investments Math Risk Management Benchmarking 56

CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

DECEMBER 15, 2022

Many advisors have focused on obtaining deeper levels of expertise in broader areas and offering more in-house planning services in those areas (e.g., tax and estate planning) to differentiate themselves. and create more challenges for themselves to maintain ongoing success. Read More +. Read More +.     .

Math 130

Math Planning Benchmarking Technology 130

Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52

Math Leadership Investments Entertainment 52

Barry Ritholtz

AUGUST 29, 2023

I did an internship in the summer at Citibank Securities in fixed income sales and trading. But the reason I went to Merrill is because they had this unique global debt rotation program that allowed you to rotate through a couple different business units in fixed income, sales and trading. They create the benchmark.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. I’m from a — a very small town in the middle of Pennsylvania. I was econ and kind of geeky.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

FEBRUARY 13, 2023

And then somebody convinced me to go into sales and trading, and I decided to do that. Was that something you were planning on doing or — RIEDER: No. And because remember, Lehman had the Lehman Agg and that was the benchmark. And actually, I was going to go and do something different. And you know, I love markets.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56