The Career Advice That Might Get You Fired | CEO at $2 Billion Firm Jon Foster (Angeles Wealth)
Today we're going in depth with Jonathan Foster. Jon is the president and CEO of Angeles Wealth Management. He's had a long career in wealth and an interesting family legacy, and as a result, has grea...
19 Mars 36min
Kelly Coffey (Verita Strategic Wealth Partners): The Secret to Building a Firm’s Legacy from former CEO at City National Bank
Today, we're going in depth with Kelly Coffey, the co-founder and executive chairman of Verita Strategic Wealth Partners. Kelly has spent the past three decades leading at the highest levels of financ...
12 Mars 31min
Adam Katz (Corient): Leader at $200 Billion Firm Reveals how to Create a Long-term Mindset
Today, we're going in depth with Adam Katz, partner and head of the founder and entrepreneur group at Corient. Adam has more than 25 years of experience in ultra-high-net-worth wealth management, and ...
5 Mars 38min
Introducing: Work Ethic hosted by Doug Scott
Welcome to Work Ethic, a new interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success — from s...
19 Feb 2min
