43 min listen
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
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)
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