Gregory Milano on Strategy, Resilience, and Long-Term Thinking
Stand by, this episode is jam packed full of great info! This week, Ryan Derousseau, CFP®, EA, sits down with Gregory Milano, founder and CEO of Fortuna Advisors, to unpack his journey from investment banking to building a strategic consulting firm that has now endured for nearly 17 years.
Gregory shares how Fortuna Advisors was born out of the financial crisis, after his specialty group at Credit Suisse was let go. While the moment felt uncertain, it ultimately created the opening to build the exact business he had been envisioning: one that allowed him to work deeply with a small number of…
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