CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. ” Matthew: It’s very risk management based. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships.

Planning 130

Planning Communication Profit and Loss Education 130

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. New York is number one. Two reasons.

Investments 57

Investments Math Risk Management Benchmarking 57

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, that can move the numbers, as well.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. It gets further and further away the D P U go.

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. SEIDES: I know back then, the premier job in asset management was to run Fidelity Magellan. I don’t remember the number. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. So you’re talking about an average of a large number.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: … risk management. I was econ and kind of geeky.

Investments 116

Investments Marketing Profit and Loss Banking 116