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Behavioral Finance and Leadership with Natalie Wolfsen from Orion
Manage episode 430751532 series 3003405
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.
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)
596 episodes
Manage episode 430751532 series 3003405
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.
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)
596 episodes
All episodes
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