149. Private Wealth Management 102: RIAs vs. PWM in House at a Big Bank ("Wirehouse") feat. Susan Moffat

Send us a text

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 involves, from intricate asset allocations to bespoke financial planning strategies. She also offers invaluable guidance on navigating career paths within this rewarding field, dispelling common misconceptions and revealing genuine opportunities available to those aspiring to enter the competitive world of private wealth management.

Additionally, Susan delivers insightful advice on successfully reentering or pivoting within finance, reflecting on her own unique experiences stepping away from and later returning to the industry. Tune in for actionable insights, compelling career stories, and insider knowledge designed to empower you

Susan Moffat is co-founder and president of Curated Wealth Partners, a multi-family office and investment advisor delivering financial advice and well-being to a growing community of clients.

Shop our LIBRARY of Self Paced Online Courses HERE
Join the Fixed Income Sales and Trading waitlist HERE

Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.