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Why Brian Swilling Says Empathy Is a Wealth Advisor's Most Powerful Asset and What He Did About It
🎙️ From Hedge Fund Derivatives in New York to Behavioral Finance in Charlotte: Brian Swilling's Journey at Navipath
Brian Swilling, co-founder and partner at Navipath Wealth and partner at Navipath Advisory in Charlotte, North Carolina, shares his journey from arriving in New York City fresh out of UNC Charlotte knowing exactly one person, building a leveraged hedge fund lending business at Bank of America and later Credit Suisse that happened to be perfectly positioned when the 2008 financial crisis wiped out its competitors, to walking away from a comfortable corporate career with a…
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