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Masters in Business

Mandell Crawley on the Private Wealth Business (Podcast)

Masters in Business

Bloomberg

Entrepreneurship, Investing, Business

4.42.2K Ratings

🗓️ 21 August 2020

⏱️ 62 minutes

🧾️ Download transcript

Summary

Bloomberg Opinion columnist Barry Ritholtz speaks with Mandell Crawley, who is Morgan Stanley's head of private and international wealth management. Crawley also co-leads the institutional client coverage group, and is a member of the firm’s management committee, global wealth management operating committee, multicultural client strategy committee and global securities operating committee. He was previously Morgan Stanley's chief marketing officer. He joined the firm as a high school intern in 1992 and never left.

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Transcript

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0:00.0

Join Bloomberg Live in New York on May 4 for Bloomberg's intelligent automation briefing

0:05.0

about transformation in a time of uncertainty.

0:08.0

During this special evening event, top business and IT executives will gather to explore ways

0:12.7

in which intelligent automation can offset economic pressures and help organizations thrive

0:18.2

by enhancing operational efficiencies and stakeholder value.

0:22.0

This program is proudly sponsored by IBM.

0:24.6

Register at BloombergLive.com slash automation slash radio.

0:31.0

This is Masters in Business with Barry Rittoltz on Bloomberg Radio.

0:37.0

This week on the podcast, I have a special guest.

0:40.0

His name is Mandel Crowley.

0:42.0

He is the head of Private Wealth Management at Morgan Stanley.

0:45.0

We have a fascinating conversation not only about wealth management,

0:51.0

about working in a giant firm and how one starts as an intern

0:56.0

and works their way up to a really important and influential position,

1:01.0

but how he as a person of color deals with the lack of diversity in the industry

1:06.0

and what various companies are doing about the lack of people of color,

1:11.0

the lack of females in investment management, how this happens,

1:16.0

and why there are reasons to be hopeful that change has begun not only in a grassroots basis,

1:25.0

but in corporate America as well, and that this isn't merely another cycle

1:31.0

where people make noise and then it fades, it looks like things are changing and for the better.

1:37.0

If you are all interested in wealth management, how to attract and recruit top talent,

1:42.0

how to build a financial services firm, you will find this conversation to be fascinating.

...

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