Wealth & Wisdom: Josh Brown discusses expansion of the wealth industry

Kristen Oliveri
Author Kristen Oliveri

Kristen Oliveri is the editor of Crain Currency. As a career journalist and content director, she has established her career entrenched in the wealth management and family-office community, creating exciting content; establishing business connections; and curating high-touch, content-driven events. She has also freelanced in the luxury, food, wine and travel sectors throughout her career.

Bob.Allen
Sep 30, 2024
1 week ago

In this episode of Wealth & Wisdom, Editor Kristen Oliveri sits down with Josh Brown, CEO of Ritholtz Wealth Management, for a wide-ranging discussion. They cover his latest book, You Weren’t Supposed to See That, and his insights on the evolution of the wealth management market — including the nuanced differences between high-net-worth and ultra-high-net-worth individuals.

Kristen Oliveri
Author Kristen Oliveri

Kristen Oliveri is the editor of Crain Currency. As a career journalist and content director, she has established her career entrenched in the wealth management and family-office community, creating exciting content; establishing business connections; and curating high-touch, content-driven events. She has also freelanced in the luxury, food, wine and travel sectors throughout her career.