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 great stories to tell.

In this episode you’ll learn:

The importance of avoiding shortcuts and when to say no to your boss
How Jon thinks about recruiting talent and betting on people
The key lessons he took from a long career in wealth and applied when starting his own firm

Timestamps:

00:00 - Introduction

01:16 - How playing squash led to Jon’s first job

04:40 - What he tells kids who are sent to talk with him about a career on Wall Street

05:53 - Why it’s important to avoid shortcuts and when to say no to your boss

08:00 - Leaving Wall Street and starting his first advisory business + the one rule he knew he needed to follow

10:15 - What Jon thinks about when recruiting and accumulating talent

15:17 - Key lessons learned through his journey from starting his first business to Angeles Wealth today

26:17 - Why Jon thinks betting on people is important

28:19 - How his own family legacy impacts Jon’s view of the world, and how he applies that to clients

28:45 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Jon and Angeles Wealth (https://www.angelesinvestments.com/our-team-private-wealth/jonathan-r-foster

Connect with Jon on LinkedIn (https://www.linkedin.com/in/jonathanrfoster)

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(20)

The Overnight Success That Took 10 Years | Ian Fuller (Westfuller)

Today, we're going in depth with Ian Fuller. Ian is the co-founder and CEO of Westfuller, an independent wealth management firm that manages and advises on over $3 billion for institutions and familie...

24 Sep 32min

Building Wealth Future Generations Are Proud Of | Morgan Simon (Candide Group)

Today, we're going in depth with Morgan Simon. Morgan has over two decades of experience in investing to achieve values-alignment and systemic change. She is a founding partner of Candide Group, an im...

22 Sep 31min

Why Investors Want One Trusted Voice | Michael Outlaw (Rockefeller Global Family Office)

Today, we're going in depth with Michael Outlaw. Michael serves as the president of Rockefeller Global Family Office, guiding one of the industry's most iconic names into the future.In this episode yo...

15 Sep 34min

How Do You Modernize a 100-Year-Old Firm? | John M. Dowd (Fiduciary Trust)

Today, we're going in depth with John Dowd. John is the chairman and former CEO of Fiduciary Trust International, a global wealth management firm with over $113 billion in assets under management and ...

9 Sep 32min

Unfiltered Career Advice from Top Investment Leaders

As Season 1 of Work Ethic wraps, we’re closing with a special bonus episode built around one question we asked guests throughout the season: What advice would they give to people aspiring to build suc...

25 Jun 10min

Why the Best Leaders Slow the Game Down | Tripp Friedler (Free Gulliver)

Today, we're going in depth with Tripp Friedler, co-founder and managing partner of Free Gulliver, a multifamily office based in New Orleans. He's also the author of two books. His latest, The Tunnel,...

11 Jun 36min

AI and the Future of Wealth

How is AI specifically impacting the wealth and investing industry? Today's episode pulls together insights from recent guests on how AI is shaping the future.In this episode you’ll hear from:Adam Kat...

3 Jun 20min

Leadership Is Earned, Not Anointed | Michel Del Buono (a16z Perennial)

Today, we're going in depth with Michel Del Buono. Michel is the chief investment officer of a16z Perennial. With a career spent leading investment strategy, he brings global knowledge and innovative ...

28 Mai 34min