CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. The culture was very product driven.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

OCTOBER 3, 2023

How fundamental was that to your learning about investing, trading risk management, starting with futures? You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. And look, one of the reasons I went into this job was taxes.

Marketing 107

Marketing Treasury Banking Profit and Loss 107