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Monetizing Intuition and Empowering Clients with Bruce Lee, Founder of Keebeck Wealth Management
Manage episode 381571059 series 3461765
Konten disediakan oleh Meredith Wegerdt and Harbor Capital. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Meredith Wegerdt and Harbor Capital atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Bruce Lee, Founder and CEO of Keebeck Wealth Management, a boutique, independent advisory firm.
Join us as we discuss the following topics:
- Monetizing intuition and how it plays into volatility
- The concept of investment vertebrae in diversification
- Advice for advisors considering going independent
- Lessons learned through going independent
Bruce is the Founder of Keebeck Wealth Management, and the source of its namesake. Keebeck, Bruce’s given name by his first-generation US immigrant parents, means “to ascend.” As a Wealth Advisor, Bruce draws on his extensive knowledge of multi-generational wealth creators to determine the role an advisor can serve in a client relationship. With 33 years of investment experience alongside some of the world’s largest financial institutions, Bruce leads Keebeck Wealth Management with a vision of empowering clients through a transition of being the CEO of their company to becoming CEO of their capital. Bruce has further been named among the top financial advisors by both Barron’s and the Financial Times.
Guest Details:
Harbor Capital Details:
- Harbor Capital Website
- Harbor Capital on LinkedIn
- Harbor Capital on Youtube
- Harbor Capital on Twitter
- Host Bryan Moore on LinkedIn
Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
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