Dave Welling on What Financial Services Should Look Like
Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experi...
31 Dec 20201h 14min
Jeff Poggi on the Art and Science of High-End Audio
Bloomberg Opinion columnist Barry Ritholtz speaks with Jeff Poggi, co-CEO of McIntosh Group, the legendary manufacturer of premium audio equipment. Despite the pandemic, the company has notched its be...
26 Dec 20201h 18min
Tom Slater on Growth Investing (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Tom Slater, who is head of the U.S. equities team and a decision maker on long-term global growth portfolios at the U.K.-based investment firm Ba...
18 Dec 20201h 5min
Mike Swell on Global Fixed Income Investors (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Mike Swell, co-head of global fixed income portfolio management at Goldman Sachs Asset Management (GSAM), where he is responsible for co-leading ...
11 Dec 20201h 5min
Catherine Keating on Wealth Management (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Catherine Keating, the chief executive officer of BNY Mellon Wealth Management and a member of the BNY Mellon Executive Committee, the company’s ...
3 Dec 202057min
Greg Fleming on Shaping Wall Street (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Greg Fleming, who is the president and CEO of Rockefeller Capital Management. Prior to leading Rockefeller Capital Management, Fleming was the pr...
25 Nov 20201h 13min
Dennis Lynch on Global Portfolio Management (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Dennis Lynch, who is the head of Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has 26 years o...
19 Nov 20201h 7min
Penny Pennington on Wealth Management (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Penny Pennington, who is the managing partner of Edward Jones, a Fortune 500 financial services firm. She began her Edward Jones career in 2000 a...
13 Nov 20201h 9min
