Justin Nelson does not ask financial firms to overhaul their hiring from scratch. Instead, the Managing Director and Head of the Asset Management and Financial Principals Coverage Team at JP Morgan Private Bank in Connecticut offers three specific moves: change how interviews work, manage tasks with more structure, and lean on outside groups that already know the terrain. Fixing the […]
Wealth management firms nationwide are scrambling to satisfy new disclosure rules covering fees and data handling, burying clients in paperwork meant to build trust. Michael Gold, founder and CEO of Gold Family Wealth in Westport, Connecticut, says the industry is solving the wrong problem entirely. Gold has spent twenty five years watching families accumulate impressive rosters of advisors, only […]
Two careers that look unrelated on paper share more in common than a resume would suggest. Justin Fulcher has spent his professional life moving between healthcare technology and government defense work, fields that share little in subject matter but a great deal in structure. Common Ground in Constraint The first chapter began with RingMD, launched in 2013 when Fulcher was […]