51. Private Wealth Management "PWM" 101 (for the Ultra Rich) Feat. Tony Abbiati
The Wall Street Skinny - Un podcast de Kristen and Jen
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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 servic...
