Mastering the Game of Wealth Management: Insights from Mark Tepper's Success Story
Lead-Lag Live - Ein Podcast von Michael A. Gayed, CFA
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Ready to decode the world of wealth management and the stock market? Our guest today, Mark Tepper, a seasoned wealth manager with a $2 billion firm under his belt, will help us navigate these intriguing waters. We'll tackle the common image of wealth managers as mere salesmen, and stress the importance of intellectual rigor and rules-based investment strategies. You'll get an insider look into the industry's workings, including Mark's thoughts on recent market movements, the role of the Fed, ...