Month: May 2017

May 25, 2017
Jeffrey Solomon - Vision, Tenacity, and Empathy (EP.09)
   Jeffrey Solomon is the President of publicly listed Cowen Group (TK: COWN), a financial services company focused on supporting and providing active management to the marketplace. After graduating from the University of Pennsylvania in 1988, Jeff deferred an acting career with a brief respite on Wall Street, but he hasn’t looked back since. […]
May 19, 2017
Charley Ellis - Multiple Ways to Win (EP.08)
  Charley Ellis is one of the most highly regarded experts in the investment business.  After spending nearly a decade as an equity research analyst in the 1960s, Charley founded financial services consulting firm Greenwich Associates in 1972 to help institutions understand what their clients think of them.  Over 50 years, Charley has worked hand […]
May 17, 2017
Jenny Heller - Thinking it Through (EP.07)
  Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group.  Brandywine formed 25 years ago to manage the capital for a small group of families that all share a long-term, multi-generational time horizon. Today, it oversees almost $9B for those same families, much of it from compounding over a quarter century. […]
May 5, 2017
Josh Brown - When Witchcraft Failed (EP.06)
  Josh Brown is the CEO of Ritholz Wealth Management, a NYC-based financial advisor that helps people align their investments with their financial goals. He is well known in social media financial circles for his decade-long, insightful blog, The Reformed Broker, his Twitter handle, Downtown Josh Brown, and his regular appearances on CNBC’s Halftime Report. […]
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