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Behavioral Finance and Leadership with Natalie Wolfsen from Orion

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Content provided by Bloomberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bloomberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Barry Ritholtz speaks to Natalie Wolfsen, chief executive officer of Orion, which provides technology and asset-management services to wealth-management firms, independent financial advisers and the enterprises that serve them. She is also a member of Orion’s board of directors. She previously served as CEO of AssetMark; she also worked for First Eagle Investment Management, Pershing, Charles Schwab and American Express. This year, Barron’s named Wolfsen to its 100 Most Influential Women in U.S. Finance list.

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Chapters

1. Behavioral Finance and Leadership with Natalie Wolfsen from Orion (00:00:00)

2. Marker 01 (00:14:26)

3. Marker 02 (00:32:33)

4. Marker 03 (00:51:14)

585 episodes

Artwork
iconShare
 
Manage episode 430751987 series 1504411
Content provided by Bloomberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bloomberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Barry Ritholtz speaks to Natalie Wolfsen, chief executive officer of Orion, which provides technology and asset-management services to wealth-management firms, independent financial advisers and the enterprises that serve them. She is also a member of Orion’s board of directors. She previously served as CEO of AssetMark; she also worked for First Eagle Investment Management, Pershing, Charles Schwab and American Express. This year, Barron’s named Wolfsen to its 100 Most Influential Women in U.S. Finance list.

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Behavioral Finance and Leadership with Natalie Wolfsen from Orion (00:00:00)

2. Marker 01 (00:14:26)

3. Marker 02 (00:32:33)

4. Marker 03 (00:51:14)

585 episodes

All episodes

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