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Part 2: Merrill Lynch’s Jen Auerbach and Kenneth Correa Talk Latino Wealth Management and Growth

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Manage episode 367098227 series 3081681
Content provided by Vianni Lubus and Hispanic Executive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vianni Lubus and Hispanic Executive 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.

2-Part Episode: Recognizing the Latino impact on the American and global economy is nothing new for the audience of The Latino Majority podcast. According to studies by the Latino Donor Collaborative, if the Hispanic/Latino community was its own country, it would be the fifth largest economy in the world, ahead of the UK, India, and France.

Having two finance experts on The Latino Majority allows us the opportunity to dig deeper into our effect on the economy and how we see the path forward for Latinos taking shape.

Much of that path is laid out in an in-depth study that Merrill Lynch recently conducted on how the Latino community explores wealth. We’ll unpack that study a bit further with two leaders from Merrill Lynch: Jen Auerbach, Strategic Growth and Client Development Executive, and Kenneth Correa, Head of Business and Client Development.

  continue reading

57 episodes

Artwork
iconShare
 
Manage episode 367098227 series 3081681
Content provided by Vianni Lubus and Hispanic Executive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vianni Lubus and Hispanic Executive 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.

2-Part Episode: Recognizing the Latino impact on the American and global economy is nothing new for the audience of The Latino Majority podcast. According to studies by the Latino Donor Collaborative, if the Hispanic/Latino community was its own country, it would be the fifth largest economy in the world, ahead of the UK, India, and France.

Having two finance experts on The Latino Majority allows us the opportunity to dig deeper into our effect on the economy and how we see the path forward for Latinos taking shape.

Much of that path is laid out in an in-depth study that Merrill Lynch recently conducted on how the Latino community explores wealth. We’ll unpack that study a bit further with two leaders from Merrill Lynch: Jen Auerbach, Strategic Growth and Client Development Executive, and Kenneth Correa, Head of Business and Client Development.

  continue reading

57 episodes

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