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80: From Multi-Billion Ziff Brothers to $150B Research Affiliates Partner to Wealth Management Founder. Meet Jonathan Treussard, Founder of Treussard Capital
Manage episode 453599260 series 3444076
Sisällön tarjoaa Stacy Havener. Stacy Havener tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
At 17, Jonathan Treussard hopped on a one-way flight from Paris to LA with dreams of being a musician.
He didn’t wind up playing jazz professionally, but he did end up managing billions for some of the world’s wealthiest families.
Listen in as Jonathan and Stacy discuss his big pivot from music to finance, plus:
- The lessons he learned navigating the Great Financial Crisis at Ziff Brothers Investments
- His perspective on balancing risk, regret, and resilience in wealth management
- The gap he saw in traditional wealth management that led him to start his own firm, Treussard Capital
- How he uses storytelling to break down complex financial concepts for his clients
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Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership
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