Behavioral Finance and Leadership with Natalie Wolfsen from Orion
Masters in Business
Bloomberg
4.4 • 2.2K Ratings
🗓️ 25 July 2024
⏱️ 70 minutes
🧾️ Download transcript
Summary
Barry Ritholtz speaks to Natalie Wolfsen, chief executive officer of Orion, which provides technology and asset-management services to wealth-management firms, independent financial advisers and the enterprises that serve them. She is also a member of Orion’s board of directors. She previously served as CEO of AssetMark; she also worked for First Eagle Investment Management, Pershing, Charles Schwab and American Express. This year, Barron’s named Wolfsen to its 100 Most Influential Women in U.S. Finance list.
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| 0:00.0 | Volatile markets, global elections, central bank policy, you've got questions about the business stories that affect your world. |
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| 0:26.4 | with the Bloomberg Business App or wherever you get your podcasts. |
| 0:30.1 | Bloomberg Audio Studios. |
| 0:34.3 | Podcasts, Radio News. |
| 0:37.0 | This is Masters in Business with Barry Ritholz on Bloomberg Radio. |
| 0:45.0 | This week on the podcast, I have an extra special guest. |
| 0:48.8 | Natalie Wolfson is CEO of Orion. |
| 0:51.6 | She has an absolutely comprehensive resume in the financial services industry, |
| 0:58.0 | everything from Amex to Asset Mark to Charles Schwab. Not only has she been named to a number of 100 most influential |
| 1:06.5 | women in finance, I don't know many people who have seen as much |
| 1:15.0 | as she has and is now in a position to very much drive change |
| 1:21.0 | within the industry as CEO at Orion. We know Orion, I know Orion as a |
| 1:26.9 | performance reporting company. We've been using their software for I don't know |
| 1:31.6 | almost a decade. |
| 1:33.2 | And they're just a powerhouse in the space. |
| 1:37.4 | There are few people who have her unique insights |
| 1:41.7 | into the inside baseball of what drives change in actual wealth |
| 1:46.5 | management not only working with Finra and the SEC on the regulatory side and |
... |
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