RIA Collective: Haren Bhakta | From Wall Street to RIA Owner to Launching His Own ETF
What happens when the traditional wirehouse model no longer gives you the freedom to invest and serve clients the way you believe is best?
In this episode of RIA Collective, host Charlie Van Derven sits down with Haren Bhakta, CFA, to discuss his journey from selling insurance to building a book at Merrill Lynch and Morgan Stanley, launching his own RIA, and eventually creating his own investment index and ETF.
Haren entered financial services during the 2008 financial crisis, when opportunities in the investment industry were difficult to find. What started in insurance ultimately taught him…
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