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Wall Street Oasis

E65: The ULTRA High Net Worth Game at Top Asset Managers

Wall Street Oasis

Wall Street Oasis

Business

4.9534 Ratings

🗓️ 29 December 2019

⏱️ 70 minutes

🧾️ Download transcript

Summary

Member @mentorX shares his path going from one of the largest technology companies in the world and then using an MBA to pivot into the asset management industry at not one, but two top bulge bracket banks. Learn about the compensation structure and how convoluted it can be at these larger firms to why he jumped ship several times in his career as well as his one piece of key advice to young listeners still mapping out their career.

Transcript

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0:00.0

Hello and welcome. I'm Patrick Curtis, your host and Chief Monkey, and this is the Wall Street Oasis podcast. Join me as I talk to some of the community's most successful and inspirational members to gain valuable insight into different career paths and life in general.

0:21.6

Let's get to it.

0:25.4

In this episode, member Mentor X shares his path going from one of the largest technology

0:30.6

companies in the world and then using an MBA to pivot into the asset management industry

0:35.1

at not one, but two top bold bracket banks.

0:38.7

Learn about the compensation structure and how convoluted it can be at these larger firms

0:42.6

to why he jumps ship several times in his career as well as his one piece of key advice

0:47.7

to young listeners still mapping out their career. Enjoy.

1:03.5

Mentor X, thanks so much for joining the Wall Street Oasis podcast.

1:06.0

Hey, you're welcome, Patrick.

1:06.9

It's great to be on.

1:08.1

Thanks for having me.

1:08.8

Thanks, yes. It'd be great if you could just give a short bio to the listeners.

1:12.4

Sure. So I live in New York. I've been born and raised in New York and spent pretty much the

1:20.3

bulk of my career here in New York City. I started my career originally as an engineer in the

1:26.4

tech sector. I worked for a very large tech company that I'm sure all of your listeners, visitors would know very well.

1:34.3

After the first portion of my career at this tech company, I headed off to business school.

1:41.3

I went to Kellogg at Northwestern.

1:43.3

I got my MBA and and from there, did the

1:47.3

Wall Street Circuit. So went through a very large financial firm that ultimately failed,

1:54.3

unfortunately. It was like a controlled failure. They're actually still around, but they went

1:57.7

from an enormously impactful and very significant firm

...

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