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149. Private Wealth Management 102: RIAs vs. PWM in House at a Big Bank ("Wirehouse") feat. Susan Moffat
Send us Fan Mail Join hosts Jen and Kristen on The Wall Street Skinny for an insightful exploration of wealth management, as they sit down with Susan Moffatt, co-founder of Curated Wealth Partners, who expertly unpacks the intriguing differences between independent Registered Investment Advisors (RIAs) and prestigious wirehouses like JP Morgan and UBS. Susan provides an exclusive behind-the-scenes look at the multifamily office model and private wealth management, sharing her personal journey and extensive industry experience. Learn firsthand what managing ultra-high-net-worth clients truly…
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