Remove Consultants Remove Law Firms Remove Mutual Funds
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Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Sara Grillo

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Hard to scale – You can hire a paraplanner to work for you just as law firms hire paralegals. For those of you who are new to my blog, my name is Sara. So please subscribe!

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Transcript: Tom Wagner, Knighthead Capital

The Big Picture

Most guys and gals who get into the business of working at a hedge fund, never mind you know founding and running one, you I think there’s a pretty typical track where they’re finance majors at top schools, they work at an investment bank or an advisory bank, sometimes at a law firm, and then they make their way into the investing realm.

Capital 52
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Transcript: Brian Hamburger

The Big Picture

He is the founder of MarketCounsel, which is one of the leading firms in that space, as well as the Hamburger Law Firm. So clearly you see the overlap between being an attorney, understanding the intricacies of securities law. HAMBURGER: So, what I realized is that people were intimidated by law firms.

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