Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique perspective on the financial services business.

Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique perspective on the financial services business.

Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.

Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.

Bloomberg's Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

Masters in Business

Dave Welling on What Financial Services Should Look Like

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0bf3a091-f102-49b9-af7a-ae2b001d85ff/transcript

On this special, bonus episode of Masters in Business, Barry speaks with Filippo Gori. He's co-head of Global Banking at J.P. Morgan. arry Ritholtz sits down with Filippo Gori, Co-Head of Global Banking at J.P. Morgan. Gori shares insights from his climb through the firm's ranks across London and Hong Kong, plus discuss the current state of banking, capital markets and more.

On this special, bonus episode of Masters in Business, Barry speaks with Filippo Gori. He's co-head of Global Banking at J.P. Morgan. arry Ritholtz sits down with Filippo Gori, Co-Head of Global Banking at J.P. Morgan. Gori shares insights from his climb through the firm's ranks across London and Hong Kong, plus discuss the current state of banking, capital markets and more.

BONUS: JP Morgan Co-Head of Global Banking Filippo Gori 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4f54bf79-9531-4203-afb7-b4a40138e87e/transcript

Barry sits down with Jack Raines author of "Young Money". Jack dives into his unlikely journey into finance and venture capital. He discusses how his travels impacted the way he sees money and purpose for young people. He also reviews how to incorporate passion into your career and the impact it will have in your long-term finances.

Barry sits down with Jack Raines author of "Young Money". Jack dives into his unlikely journey into finance and venture capital. He discusses how his travels impacted the way he sees money and purpose for young people. He also reviews how to incorporate passion into your career and the impact it will have in your long-term finances.

Optimizing Life and Finances with Jack Raines

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/be72ae5d-2e71-4985-a5bc-b49f013b8fc6/transcript

Barry speaks with Mike Kelly. He's president and chief investment officer of Future Standard and a member of the firm's management committee. They discuss his career on Wall Street going back to him time working at Omega Advisors and Tiger Management, to his work today and how he helped to build Future Standard a $90 billion multi-strategy platform for wealth management clients.

Barry speaks with Mike Kelly. He's president and chief investment officer of Future Standard and a member of the firm's management committee. They discuss his career on Wall Street going back to him time working at Omega Advisors and Tiger Management, to his work today and how he helped to build Future Standard a $90 billion multi-strategy platform for wealth management clients.

BONUS: Future Standard President & CIO Mike Kelly

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3763bff8-ffa3-4c9c-89ef-b49d01588b52/transcript

Dave Welling on What Financial Services Should Look Like

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