Masters in Business
Challenging The Titans of Asset Management with Jason Wenk
Barry speaks with Jason Wenk, founder and CEO of Altruist, a modern custodian for independent financial advisors. They discuss how Jason started the company and his plans to change asset management. Jason also weighs in on the state of RIAs, and AI. CORRECTION: Adds disclaimer: Ritholtz Wealth Management (RWM) uses Altrruist as one of their client custodians; both RWM and Barry Ritholtz are investors in Altruist Corp. See omnystudio.com/listener for privacy information.
Speaking breakdown
Dialog switches138
Avg turn28s
Longest speech3m 3s
Host questions45
Guest questions37
Top words
advisors30business29client28altruist26clients25
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