Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

51. Private Wealth Management "PWM" 101 (for the Ultra Rich) Feat. Tony Abbiati

51. Private Wealth Management "PWM" 101 (for the Ultra Rich) Feat. Tony Abbiati

FromThe Wall Street Skinny


51. Private Wealth Management "PWM" 101 (for the Ultra Rich) Feat. Tony Abbiati

FromThe Wall Street Skinny

ratings:
Length:
68 minutes
Released:
Mar 9, 2024
Format:
Podcast episode

Description

Managing the wealth of the world's richest clientele is an exciting, prestigious, high stakes business.  We sat down with Tony Abbiati, CEO of SCS Financial, an ultra high net worth private wealth management firm to understand the business model of RIAs (Registered Investment Advisors) vs. banks and broker dealers, the demands and challenges of these clients, the path to breaking into the business and achieving success, and the crazy things you may have to do in the name of client service!  Tony co-founded SCS Financial Services in 2002.  He has over 22 years of experience in the investment business.  Prior to SCS, he was a Vice President in the Private Wealth Management Group of Goldman Sachs. Tony began his career at Biogen, Inc. as a process engineer. Tony is actively involved in Year Up, a Boston based non-profit focused on empowering urban young adults. Tony earned a BA in Biochemistry from Bowdoin College and an MBA from Duke University’s Fuqua School of Business.Sign up to attend MISS EXCEL’S FREE MASTERCLASS LIVE Wednesday, March 20 (3/20) at 3pm ESTThursday, March 21 (3/21) at 12pm ESTFriday, March 22 (3/22) at 12pm ESTOR to get the replay:Register Here!https://links.miss-excel.com/exclusive?ref=thewallstreetskinnyFollow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/
Released:
Mar 9, 2024
Format:
Podcast episode

Titles in the series (63)

This podcast is a smart and entertaining peek into the world of investment banking, sales & trading, private equity, hedge funds and more. Hosted by two lifelong friends with a passion for teaching, and over two decades of experience on Wall Street.  Discover the basics, ranging from “what is investment banking?” to “what moves markets?".  Learn about different roles and exit opportunities, and get tips on how to land the job.  Our mission is to make the world of Wall Street accessible to everyone, while keeping things relatable and fun.Whether your goal is to work on Wall Street, or if you have NO idea what any of those things are and just want to learn some basics, this podcast is for you.