Work Ethic

Why Investment Expertise Alone Isn't Enough Anymore | Rafia Hasan (Perigon Wealth)

Ethic — Wed, 28 Oct 2026 08:06:37 -0400

Today, we're going in depth with Rafia Hasan. Rafia is the Chief Investment Officer and Chief Operating Officer of Perigon Wealth Management, an advisory firm with over $12 billion in assets under management.

In this episode you’ll learn:

Why investments alone are no longer enough: How AI, rising client expectations, and the growing importance of scale are reshaping the future of wealth management
How to build a winning investment team and why communication can matter more than technical expertise
The secret to becoming a leader who fosters innovation

Timestamps:

00:00 - Introduction

01:18 - Lessons from Growing up Between the U.S. and Pakistan

03:12 - Why She Chose Wealth Management

05:40 - What Clients Really Want From Financial Advisors

07:11 - Why Communication Beats Technical Expertise

09:05 - How AI Could Transform Wealth Management

12:28 - The Future of Wealth: Why Scale Matters

14:15 - Private Markets and the Rise of Alternative Investments

16:36 - Why Wealth Firms Can't Build Everything In-House

19:40 - How to Foster Innovation in Investment Teams

22:10 - The Transition From Player to Coach

24:40 - The Biggest Mistake New Leaders Make

25:30 - Building a Culture of Curiosity and Innovation

27:25 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Rafia and Perigon Wealth Management (https://www.perigonwealth.com/about/team/rafia-hasan/)

Connect with Rafia on LinkedIn (https://www.linkedin.com/in/rafia-hasan-cfa-cfp/)

The Optimist Who Invests Like a Skeptic | Noelle Laing (Builders Vision)

Ethic — Wed, 21 Oct 2026 08:04:36 -0400

Today, we're going in depth with Noelle Laing. Noelle is the Chief Investment Officer of Builders Vision, the investment and philanthropy platform founded by Lukas Walton that accelerates solutions across energy, oceans, food, and agriculture. Noelle oversees all of Builders Vision's portfolios across both philanthropic and market-rate investment teams.

In this episode you'll learn:

How a CIO builds a portfolio across market-rate, catalytic, and philanthropic capital
Why Noelle approaches every investment as a skeptic - even as a glass-half-full optimist
What catalyzing markets means and how Builders Vision invests where others haven't yet
Why mission investing is, in her words, just investing, and the returns myth she keeps debunking
What she looks for when hiring investors

Timestamps:

00:00 - Introduction

01:16 - From Small-Town Roots to Investment Management

06:20 - Finding Purpose Through Investing

09:22 - What Makes a Great Investor?

11:35 - Why you Should Hire for Curiosity

13:09 - Building a Collaborative Investment Team

17:37 - Investing to Transform Entire Systems

20:00 - How Catalytic Capital Builds New Markets

21:21 - How Impact Investing Has Evolved

23:23 - Impact Investing, Returns and the Myth of Sacrifice

25:07 - The Next Generation of Investors

26:26 - Finding Opportunity in Difficult Markets

28:30 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Noelle and Builders Vision (https://www.buildersvision.com/who-we-are/noelle-laing/)

Connect with Noelle on LinkedIn (https://www.linkedin.com/in/noelle-laing-cfa-5b92621/)

How to Build Success That Compounds | David Wolf (Sequoia Financial Group)

Ethic — Wed, 14 Oct 2026 08:02:53 -0400

Today, we're going in depth with David Wolf. David is the CEO of BSW Wealth Partners, a $2 billion multifamily office and wealth advisory firm based in Colorado. BSW is now part of Sequoia Financial Group, a $35 billion wealth management firm with over 30 offices nationwide.

In this episode you’ll learn:

Why small, consistent wins can compound into extraordinary long-term results in investing, business, and your career
How to decide whether to build, buy, or partner as a firm grows
Why wealth managers should think beyond portfolio returns and focus on a client’s return on life.

Timestamps:

00:00 - Introduction

01:51 - Lessons from Japan, Iowa Roots, and Mountaineering

05:16 - Learning Entrepreneurship Through Venture Capital

07:22 - “I Love Your Company. I Don’t Like Your Margins.”

09:42 - From Tech Entrepreneur to Wealth Management

12:22 - Be Interested, Not Interesting

15:13 - What Is Wealth Actually For?

17:04 - Building a Culture Around Shared Values

19:32 - The Problems Wealth Can’t Solve

21:23 - From $125M to $2.5B: The Power of Compounding

24:39 - Build, Buy, or Partner?

26:02 - “Return on Life”: The Future of Wealth Management

29:25 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about David and Sequoia Financial Group (https://www.sequoia-financial.com/team/david-wolf/)

Connect with David on LinkedIn (https://www.linkedin.com/in/davidcwolf1/)

Tech Legend Mitch Kapor: From 1980s Hypergrowth to Coding Again with AI

Ethic — Wed, 07 Oct 2026 08:04:47 -0400

Today, we're going in depth with Mitch Kapor. Mitch was the founder and CEO of Lotus Development Corporation, a company that shaped the personal computing revolution, including with Lotus 1-2-3. Mitch was named to Forbes' 2026 list as one of America's 250 greatest innovators. Along with his wife, Freada, he has spent decades investing in the next generation of innovators and entrepreneurs with Kapor Capital.

In this episode you’ll learn:

What hypergrowth taught Mitch Kapor about leadership
How to approach the next technology revolution and why leaders need to get hands-on with AI to truly understand its opportunities and risks
Why the best founders aren’t necessarily the ones with the best resumes
Why early stage investing is ultimately a bet on people, not plans
Why Mitch is back coding at 75-years-old

Timestamps:

00:00 - Introduction

01:48 - From Stand-Up Comedy to Tech Pioneer

05:13 - The Apple II That Changed Everything

07:49 - Seeing the Future of Personal Computing

09:43 - Building Lotus Into a Hypergrowth Company

12:34 - Taking Lotus Public at 32

14:29 - The Leadership Mistakes That Shaped Him

16:45 - Jumping Ship

17:16 - Building a Company Culture That Lasts

19:00 - From Entrepreneur to Investor

21:49 - Investing With Your Values

25:56 - What Mitch Kapor Looks for in Founders

28:46 - At Seed Stage, You’re Betting on People

30:12 - AI and the Next Technology Revolution

31:48 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Mitch and Kapor Capital, and the Kapor Center (https://www.kaporcapital.com/who-we-are/)

Connect with Mitch on LinkedIn (https://www.linkedin.com/in/mitchkapor/)

Disclosure: No compensation is exchanged in either direction for a guest's appearance. Kapor Capital is an investor in Ethic.

Investing for the Next 40 Years | Jim Dunn (Verger Capital)

Ethic — Wed, 30 Sep 2026 08:08:45 -0400

Today, we're going in depth with Jim Dunn. Jim is the CEO and co-founder of Verger Capital, an OCIO focused on serving endowments and foundations.

In this episode you’ll learn:

Why endowments require a different investment mindset.
Why overcoming failure can be one of the most valuable qualifications in a candidate.
The benefits of building a high-touch business and how trust compounds over time.
How your personal history shapes your professional purpose.

Timestamps:

00:00 - Introduction

01:00 - What Sports Taught Him About Leadership

02:24 - Growing Up Working Class With No Roadmap

03:39 - The Moment He Stopped Coasting

05:35 - Finding His Way Into Institutional Investing

07:35 - The Endowment Mindset: Investing for the Next 40 Years

09:23 - Why He Looks For People Who Have Failed

11:26 - Creating a Culture Where People Can Take Risks

13:04 - Investing with a Mission, Not Just a Portfolio

16:13 - The Early Mistakes of Building a Business

21:02 - A CEO’s Job: Clear the Decks for Your Team

22:02 - Choosing Alpha over AUM

23:00 - The Future of Non-profit Investing

26:04 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Jim and Verger (https://vergercapital.com/team/jim-dunn/)

Connect with Jim on LinkedIn (https://www.linkedin.com/in/jim-dunn-9070731/)

The information presented should not be construed as investment advice or a recommendation to purchase, sell or hold any security. The information does not constitute an offer to sell any product or service offered by Verger Capital. Information presented in this episode is not intended to be an endorsement of Verger Capital or its investment management services.

The Overnight Success That Took 10 Years | Ian Fuller (Westfuller)

Ethic — Thu, 24 Sep 2026 07:14:31 -0400

Today, we're going in depth with Ian Fuller. Ian is the co-founder and CEO of Westfuller, an independent wealth management firm that manages and advises on over $3 billion for institutions and families that are seeking to align their capital with their mission.

In this episode you’ll learn:

How to build a mission-aligned wealth management firm.
The secret to great partnerships.
How to attract and retain exceptional talent when you don’t yet have an established brand.
What it really takes to build a company from zero, including the years of uncertainty that comes before an “overnight success.”

Timestamps:

00:00 - Introduction

01:05 - From Art History to Finance

03:42 - Why Ian Walked Away from Goldman Sachs

06:44 - From Merrill Lynch to Founding Westfuller

09:47 - The First Iteration Blew Up

11:49 - How Do You Hire Great Talent Without a Big Brand?

14:26 - Can a Company Actually Live Its Values?

16:47 - The Evolution of Impact Investing

19:08 - Investing for Families vs. Institutions

23:08 - Why Most Partnerships Fail

24:43 - The Secret to a Great Partnership

26:20 - Finding an Underserved Market

32:55 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Ian and Westfuller (https://westfulleradvisors.com/team/)

Connect with Ian on LinkedIn (https://www.linkedin.com/in/ian-s-fuller/)

Building Wealth Future Generations Are Proud Of | Morgan Simon (Candide Group)

Ethic — Tue, 22 Sep 2026 08:04:30 -0400

Today, we're going in depth with Morgan Simon. Morgan has over two decades of experience in investing to achieve values-alignment and systemic change. She is a founding partner of Candide Group, an impact investing advisory firm that serves families, foundations, and other institutions.

In this episode you’ll learn:

How investing can be used as a tool for systemic change.
How to build teams around shared values and diverse perspectives.
A powerful interview technique for discovering how candidates actually think and solve problems.
Why the future of impact investing may be shaped by a new generation’s definition of wealth and legacy.

Timestamps:

00:00 - Introduction

01:18 - Lessons from 60 Countries and a Rockstar Dad

05:17 - Why Morgan Chose Finance to Drive Social Change

06:39 - The 19-Year-Old Who Took On Lockheed Martin

07:48 - Finding Gaps and Becoming an Entrepreneur

09:29 - How to Build a Community Around Shared Values

11:26 - The Interview Question that Reveals How People Think

13:34 - What Do Your Employees Need to Thrive?

16:06 - Can You Build a 100% Impact Portfolio?

19:26 - Why Impact Investing and Philanthropy Aren’t Enough

22:57 - The Evolution of Impact Investing

26:34 - How the Next Generation is Redefining Wealth

27:48 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Morgan and Candide Group (https://www.candidegroup.com/team/morgansimon)

Connect with Morgan on LinkedIn (https://www.linkedin.com/in/morgan-simon/)

Why Investors Want One Trusted Voice | Michael Outlaw (Rockefeller Global Family Office)

Ethic — Tue, 15 Sep 2026 08:15:45 -0400

Today, we're going in depth with Michael Outlaw. Michael serves as the president of Rockefeller Global Family Office, guiding one of the industry's most iconic names into the future.

In this episode you’ll learn:

Why trust is becoming the most valuable currency in wealth management, and why clients increasingly want one voice they can rely on
How to recruit and build elite teams
How technology and AI will change the advisor/client relationship

Timestamps:

00:00 - Introduction

01:27 - The Brutal Lesson Golf Taught Him

03:54 - What Golf Teaches You About Resilience

06:50 - From Law School to Wealth Management

10:24 - The Client He Won By Mowing His Lawn

14:01 - How to Recruit and Build and Elite Team

19:05 - How Great Leaders Inspire People

21:30 - Why Clients Want One Trusted Voice

25:32 - How a Company Like Rockefeller Scales

28:50 - How AI Will Change Wealth Management

31:18 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Michael and Rockefeller Global Family Office (https://www.rockco.com/bios/michael-outlaw/)

Connect with Michael on LinkedIn (https://www.linkedin.com/in/michael-w-outlaw-b13666120/)

How Do You Modernize a 100-Year-Old Firm? | John M. Dowd (Fiduciary Trust)

Ethic — Wed, 09 Sep 2026 08:04:29 -0400

Today, we're going in depth with John Dowd. John is the chairman and former CEO of Fiduciary Trust International, a global wealth management firm with over $113 billion in assets under management and administration.

Have you ever wondered how to lead a traditional organization through disruption without losing its humanity or its principles? This episode is for you.

In this episode you’ll learn:

How John strategically modernized a 100-year-old firm
How to lead people through change
How AI is already changing the client relationship
Where wealth management is headed next

Timestamps:

00:00 - Introduction

01:45 - John Dowd’s Secret Life as a Guitar Player

03:40 - Why Being a New Kid Can Make You a Better Leader

04:58 - What Churchill Taught Him About Leading People Through Change

07:15 - Why People Don’t Always Make Rational Decisions

09:43 - From Law to Wealth Management

12:38 - How to Get People to Embrace Change

16:06 - The Leadership Philosophy: Be Steady When Things Break

17:34 - The Time John Dowd Fired a Client

19:26 - What is the Purpose of Family Wealth?

21:31 - Why Great Leaders Avoid the “Superman Effect”

23:55 - Where Wealth Management is Headed Next

25:06 - How AI is Already Changing the Client Relationship

26:26 - Why Gen Z Thinks Google Can Manage Their Wealth

27:24 - “It’s Not Your Data. It’s Their Data.”

28:15 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about John and Fiduciary Trust International (https://www.fiduciarytrust.com/meet-our-team/our-profile/john-m-dowd)

Connect with John on LinkedIn (https://www.linkedin.com/in/john-m-dowd-a2409935/)

Unfiltered Career Advice from Top Investment Leaders

Ethic — Thu, 25 Jun 2026 08:03:08 -0400

As Season 1 of Work Ethic wraps, we’re closing with a special bonus episode built around one question we asked guests throughout the season: What advice would they give to people aspiring to build successful careers like theirs? These are the leaders shaping the future of wealth so there's no one better to answer that question.

In this mini-episode you’ll hear from:

Yie-Hsin Hung - President and CEO at State Street Investment Management
Jonathan Foster - President and CEO at Angeles Wealth Management
Greg Brown - Co-CEO at Caprock
Steve Tenney - Founder at Grandview & Co
Cameron Dawson - CIO at NewEdge Wealth
Matthew Weatherley-White - Partner at Sorensen Impact Advisory
Michel Del Buono - CIO at a16z Perennial

Timestamps:

00:00 - Introduction

01:16 - Educate Yourself and Embrace New Opportunities (Yie-Hsin Hung)

02:25 - Success Starts with Integrity (Jon Foster)

03:07 - Find Your Niche and Play the Long Game (Greg Brown)

04:43 - Learn from Everyone, Inside and Outside Your Industry (Steve Tenney)

05:56 - Read More than Everyone Else (Cameron Dawson)

06:33 - Challenge Conventional Wisdom (Matthew Weatherley-White)

08:01 - Stop Trying to Plan Every Step (Michel Del Buono)

09:14 - Season One Wrap-Up

—

We’ll be back in the Fall, when we’ll return with an exciting new lineup of world-class guests exploring the future of wealth.

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Why the Best Leaders Slow the Game Down | Tripp Friedler (Free Gulliver)

Ethic — Thu, 11 Jun 2026 08:03:31 -0400

Today, we're going in depth with Tripp Friedler, co-founder and managing partner of Free Gulliver, a multifamily office based in New Orleans. He's also the author of two books. His latest, The Tunnel, is about losing his son Henry to Mental Illness.

In this episode you’ll learn:

How to find resilience after profound loss
How optimism can be entrepreneurial trait
How to incorporate counseling and human psychology in wealth management
How Tripp views curiosity as a philosophy of life

Timestamps:

00:00 - Introduction

01:20 - Time Magazine and an Accidental Music Career

02:42 - Growing up in New Orleans and Leaving the Family Path

03:50 - From Peddling Life Insurance to Founding Free Gulliver

06:35 - The Biggest Investment You Can Make is In You

07:50 - If You Have no Fear and Anxiety, It's Not a Big Enough Jump

09:35 - Hiring Builders and Playing to Strengths

13:25 - How AI Can Transform Wealth Management

18:30 - Scaling a Business with Optimism

21:15 - How Studying Counseling Changed the Way He Works with Clients

23:55 - The Importance of Understanding Your “Location” in Life

26:00 - How Losing Two Children Taught Resilience

30:32 - Why Resilience is the Number One Secret to Success

32:55 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Tripp and Free Gulliver (https://freegulliver.com/who-we-are/tripp-friedler/)

Purchase Tripp’s latest book, The Tunnel (https://www.trippfriedler.com/)

Connect with Tripp on LinkedIn (https://www.linkedin.com/in/tripp-friedler-61768616/)

AI and the Future of Wealth

Ethic — Wed, 03 Jun 2026 08:02:33 -0400

How is AI specifically impacting the wealth and investing industry? Today's episode pulls together insights from recent guests on how AI is shaping the future.

In this episode you’ll hear from:

Adam Katz - Partner and Head of Founder and Entrepreneur Group at Corient
Kelly Coffey - Co-founder of Verita Strategic Wealth Partners
Gary Hirschberg - CEO of Aaron Wealth
Ron Albahary - CIO of LNW
Tripp Friedler - CEO of Free Gulliver

Timestamps:

00:00 - What 5 Wealth Leaders Really Think About AI

01:11 - AI is Inventing Hours (Adam Katz)

04:06 - Starting an AI-Native Wealth Firm (Kelly Coffey)

08:10 - AI for Institutional Due Diligence (Gary Hirschberg)

10:34 - Cutting the Cord on Old Tech (Ron Albahary)

14:22 - “I Was a Skeptic.” (Tripp Friedler)

17:36 - Will AI Destroy Jobs?

19:26 - The Big Takeaway

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Leadership Is Earned, Not Anointed | Michel Del Buono (a16z Perennial)

Ethic — Thu, 28 May 2026 08:00:30 -0400

Today, we're going in depth with Michel Del Buono. Michel is the chief investment officer of a16z Perennial. With a career spent leading investment strategy, he brings global knowledge and innovative thinking to help make sense of complex markets.

In this episode you’ll learn:

Why you don’t need to over-engineer your career
How wealth is a much more complicated optimization problem
Why it’s important to broaden your aperture

Timestamps:

00:00 - Introduction

01:41 - The Investor Who Fixes His Own Air Conditioner

03:20 - How Living Across Continents Shaped His Thinking

05:15 - The Renegade Quant

09:26 - Why You Don’t Need a Master Plan

10:57 - What the E&F World Taught Him About Choosing People

13:05 - The Multidisciplinary Challenge of Wealth Management

16:45 - The Mistake That Changed How He Builds Teams

19:22 - Recruiting Teams: Looking for the Player/Coach

23:45 - Inside a16z Perennial’s Investment Philosophy

28:08 - How AI Will Transform Wealth Management

30:10 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Michel and a16z Perennial (https://a16z.com/author/michel-del-buono/)

Connect with Michel on LinkedIn (https://www.linkedin.com/in/mdelbuono/)

Why Purpose Matters in Investing | Matthew Weatherley-White (Sorenson Impact Advisory)

Ethic — Thu, 14 May 2026 08:11:35 -0400

Today, we're going in depth with Matthew Weatherley-White, partner at Sorensen Impact Advisory. Matthew has spent three decades at the intersection of finance and impact, helping families and institutions align their capital with their mission.

In this episode you’ll learn:

Why you should challenge the default playbook
How independent thinking is a competitive advantage
Why sometimes you hire for skill, and other times you hire for culture fit
That true fulfillment comes from aligning work with meaning

Timestamps:

00:00 - Introduction

01:25 - From Private Chef to Finance

05:30 - Why Independent Thinking Is Rare in Finance

06:39 - Challenging the Cold-Calling Playbook

08:07 - Converting His First $10M Client

09:34 - Why He Started His Own Firm

13:44 - Hiring: Skill vs. Culture Fit

15:05 - Leadership Philosophy: Setting High Standards

18:01 - How Wealth Management is Evolving

20:30 - The Future of Impact Investing

22:36 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Sorenson Impact Advisory (https://sorensonimpact.com/impact-advisory/)

Connect with Matthew on LinkedIn (https://www.linkedin.com/in/matthew-weatherley-white-4ab3a84/)

Turning Setbacks Into Your Biggest Edge | Steven Tenney (Grandview & Co)

Ethic — Thu, 07 May 2026 08:01:28 -0400

Today, we’re going in-depth with Steve Tenney. After a 30-year career as a leader in wealth management, including as Founder and CEO at $700MM RIA Great Diamond Partners, Steve launched Grandview & Co to be the coach to RIAs that he wished he had.

In this episode you’ll learn:

How relentless effort and persistence can open doors that strategy alone cannot, especially when starting out without a network
How struggles can become superpowers
How true leadership means making yourself less important
The advice that Steve wished he had over his 30-year career

Timestamps:

00:00 - Introduction

01:37 - How Steve Turned Dyslexia Into a Superpower

04:12 - The Conversation With His Father That Led Steve Into Wealth Management

07:08 - Career Beginnings—Cold Calling the White Pages and Winning Clients

10:31 - The Moment Steve Went Independent and Started His Own Firm

13:36 - The Biggest Mistakes Steve Made (So You Don’t Have To)

17:03 - What Steve Looks for When Hiring Talent

20:20 - The Family Story Behind Grandview

23:14 - Becoming the Coach He Wishes He Had Over His 30-Year Career

26:57 - Steve’s Leadership Philosophy

30:07 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Steve and Grandview & Co (https://www.grandviewandco.com/)

Connect with Steve on LinkedIn (https://www.linkedin.com/in/steventenney/)

When to Break Away and Build Your Own Firm | Gary Hirschberg (Aaron Wealth)

Ethic — Thu, 30 Apr 2026 07:54:27 -0400

Today, we go in-depth with Gary Hirschberg, Founder and CEO of Aaron Wealth Advisors. He helps ultra high net worth families navigate the complex business of managing their wealth, always guided by the values and perspectives shaped by his roots.

In this episode you’ll learn:

Why simplicity wins in a complex industry
Why you shouldn’t wait too long to take the leap and go independent
Great work ethic = initiative without noise
Your brand is built on values, not marketing

Timestamps:

00:00 - Introduction

01:14 - From Archaeology to Wealth Management - How an Interest in History Shaped His Career

02:47 - Losing a Business in 4 Months and What Early Failure Taught Him

04:44 - How Fundraising Became His Entry Into the Wealth World

06:47 - Why Complexity is Overrated - “If I can’t explain it to a client, we don’t do it.”

07:56 - Why He Left Goldman to Start His Own Firm

10:26 - The Story Behind “Aaron Wealth”

13:36 - Gary’s Rigorous Interview Process for Hiring Top Advisors

14:55 - Scaling to $5B (Without Breaking the Firm)

16:28 - The Hardest Part of Scaling Culture

18:36 - How AI Will Change Wealth Management

21:00 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Gary and Aaron Wealth (https://aaronwealth.com/team/gary-hirschberg-j-d/)

Connect with Gary on LinkedIn (https://www.linkedin.com/in/gary-hirschberg/

Wealth is More Complex Than You Think | Cameron Dawson (NewEdge)

Ethic — Thu, 23 Apr 2026 08:07:12 -0400

Today, we go in-depth with Cameron Dawson, Chief Investment Officer at NewEdge Wealth. She's known for insightful and distinctive financial commentary, which you may have seen on Bloomberg, CNBC, or other media outlets.

In this episode you’ll learn:

Volatility is feature, not a bug
The biggest investor mistake is emotional timing
Hard work alone isn’t enough–you need to find the right river to swim in
Curiosity = Work Ethic

Timestamps:

00:00 - Introduction

01:20 - The Childhood Video Cameron Doesn’t Want You To See

02:58 - How Quitting High School to Dance Ballet Taught Cameron the Lessons Needed for Her Career Today

05:42 - Cameron’s Early Years in Finance and “Finding the Right River to Swim In”

10:58 - The Previous Bosses She Tries to Emulate Today

16:01 - To Recruit Talent, Take the Bureaucracy Out of Hiring

18:30 - Why a Flat Structure Works at Her Firm

21:57 - The Most Important Initiatives NewEdge is Prioritizing Right Now to Meet the Pace of Technological Innovation

25:34 - Why the Wealth Industry Is Far More Complex Than People Think

27:39 - How To Navigate Complex Situations and Emotions with a Steady Hand

33:02 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Cameron and NewEdge (https://www.newedgewealth.com/team/cameron-dawson/

Connect with Cameron on LinkedIn (https://www.linkedin.com/in/cameron-dawson-cfa-89754b22/)

How a Chief Investment Officer Reimagines Risk | Ron Albahary (LNW)

Ethic — Thu, 16 Apr 2026 08:17:56 -0400

Today, we go in-depth with Ron Albahary, Chief Investment Officer at LNW where he determines overall investment strategy.

In this episode you’ll learn:

That great investors understand humans, not just markets
That risk is psychological, not just mathematical
How vulnerability is a leadership advantage
Why innovation = solving problems, not launching products

Timestamps:

00:00 - Introduction

01:17 - Ron’s Childhood Artistic Passion

02:52 - The Lessons he Learned from Moving Between Five Countries Before the Age of Eighteen

05:52 - Ron’s Beginnings in Wealth Management, from Building Out New Concepts to his First Experience Working Directly with Clients

09:28 - The Psychological Trick that Changes How Investors See Risk

11:26 - Ron’s Leadership Philosophy and Why Vulnerability is Crucial

14:16 - The Initiatives at LNW that Ron is Prioritizing Right Now, Applying a Multi-Generational View

16:08 - How Ron Sees Impact Investing and Why He Hopes We Stop Talking About It

19:21 - How AI Can Maximize the Return on the Investment of Time

23:32 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Ron and LNW (https://lnwadvisors.com/bio/ronald-g-albahary/)

Connect with Ron on LinkedIn (https://www.linkedin.com/in/ron-albahary-cfa/)

CEO of $5 Trillion Firm on the Future of Investing | Yie-Hsin Hung (State Street IM)

Ethic — Thu, 09 Apr 2026 08:07:56 -0400

Today, we go in-depth with Yie-Hsin Hung, President and CEO of State Street Investment Management, one of the world’s largest asset managers.

In this episode you’ll learn:

How Yie-Hsin built a strong non-linear career by making thoughtful pivots toward opportunity and skill-building
How she’s navigating rapidly evolving markets, AI, and shifting investor expectations
Why great leadership today requires adaptability, continuous learning, and the confidence to evolve

Timestamps:

00:00 - Introduction

01:24 - Yie-Hsin’s Background: Growing Up in Pittsburgh, Dance, and Engineering

03:15 - How Yie-Hsin Uses an Engineering Mindset to Solve Complex Problems

04:37 - How She Pivoted Into Asset Management From Engineering

07:37 - How Mentors Can Make a Real Impact

10:05 - Why Building Culture Has Become a Big Focus and How It Impacts Hiring

14:08 - The Initiatives at State Street that Yie-Hsin is Prioritizing Right Now, Amid Rapid Technological Change

24:20 - How the Next Generation is Changing Investing (U.S. and Global)

27:12 - How Raising an Autistic Child Influenced the Way that Yie-Hsin Views the World

28:45 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Yie-Hsin and State Street Investment Management (https://www.statestreet.com/us/en/about/our-people/leadership/yie-hsin-hung)

Connect with Yie-Hsin on LinkedIn (https://www.linkedin.com/in/yiehsinhung/)

How a CEO Defines Work Ethic | Doug Scott (Ethic)

Ethic — Thu, 02 Apr 2026 08:22:33 -0400

Doug Scott is the co-founder and CEO of Ethic and the host of Work Ethic. In this special bonus episode, Doug trades places to answer the same rapid-fire questions he asks every guest.

Timestamps:

00:00 - Introduction

01:04 - What Does Work Ethic Mean to You?

02:52 - What Do People Get Wrong About Work Ethic?

03:50 - What Advice Do You Have for Aspiring Leaders in Wealth Management?

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Connect with Doug on LinkedIn (https://www.linkedin.com/in/dwascott/)

The Grit Behind a $16 Billion Multi-Family Office | Greg Brown (Caprock)

Ethic — Thu, 26 Mar 2026 07:55:01 -0400

Today, we're going in depth with Greg Brown, the Co-CEO of Caprock, an independent multi-family office serving ultra–high-net-worth families. Before leading Caprock, he built a career as an entrepreneur and investor — experience that now shapes his approach.

In this episode you’ll learn:

How Greg and his team built Caprock from the ground up, bootstrapping without outside capital and taking seven years to reach their first $1B
How the lessons he previously learned from tech entrepreneurship helped him think about serving ultra–high-net-worth families
How a CEO thinks about recruiting, techstacks, A.I., and the dealing with pace of change

Timestamps:

00:00 - Introduction

01:14 - Fun special skills and playing in a cover band

03:13 - Greg’s early days as a tech entrepreneur—the lessons he learned and how being “unhirable” led to entrepreneurship

05:10 - Moving into the wealth space and starting Caprock

08:02 - The early years of Caprock—bootstrapping to the first $1B

16:05 - What Greg looks for when recruiting talent

19:04 - Leadership philosophies and why there are nights he does dishes at his own firm

20:53 - Changes and innovations in the wealth space that Greg is paying attention to

28:45 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Greg and Caprock (https://caprock.com/about/our-team/gregory-brown/)

Connect with Greg on LinkedIn (https://www.linkedin.com/in/gregorybrown/)

The Career Advice That Might Get You Fired | CEO at $2 Billion Firm Jon Foster (Angeles Wealth)

Ethic — Thu, 19 Mar 2026 07:53:39 -0400

Today we're going in depth with Jonathan Foster. Jon is the president and CEO of Angeles Wealth Management. He's had a long career in wealth and an interesting family legacy, and as a result, has great stories to tell.

In this episode you’ll learn:

The importance of avoiding shortcuts and when to say no to your boss
How Jon thinks about recruiting talent and betting on people
The key lessons he took from a long career in wealth and applied when starting his own firm

Timestamps:

00:00 - Introduction

01:16 - How playing squash led to Jon’s first job

04:40 - What he tells kids who are sent to talk with him about a career on Wall Street

05:53 - Why it’s important to avoid shortcuts and when to say no to your boss

08:00 - Leaving Wall Street and starting his first advisory business + the one rule he knew he needed to follow

10:15 - What Jon thinks about when recruiting and accumulating talent

15:17 - Key lessons learned through his journey from starting his first business to Angeles Wealth today

26:17 - Why Jon thinks betting on people is important

28:19 - How his own family legacy impacts Jon’s view of the world, and how he applies that to clients

28:45 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Jon and Angeles Wealth (https://www.angelesinvestments.com/our-team-private-wealth/jonathan-r-foster

Connect with Jon on LinkedIn (https://www.linkedin.com/in/jonathanrfoster)

Kelly Coffey (Verita Strategic Wealth Partners): The Secret to Building a Firm’s Legacy from former CEO at City National Bank

Ethic — Thu, 12 Mar 2026 08:01:10 -0400

Today, we're going in depth with Kelly Coffey, the co-founder and executive chairman of Verita Strategic Wealth Partners. Kelly has spent the past three decades leading at the highest levels of finance, including CEO of City National Bank and CEO of J.P Morgan's U.S. Private Bank.

In this episode you’ll learn:

How Kelly expanded the legacy of City National Bank as a trusted partner to the entertainment, sports, and creative industries
What she looks for when she’s hiring new talent
How Kelly thinks about legacy, A.I, and technology when building a new firm from scratch

Timestamps:

00:00 - Introduction

01:28 - Fun special skills, including one that Kelly and Doug share

04:33 - Kelly’s journey into wealth management, from studying international affairs to doing M&A in Latin America

06:46 - Working for J.P. Morgan – from being only one of two women in Argentina to running J.P Morgan's U.S. Private Bank

13:14 - Becoming the CEO of City National Bank and strategies around serving the entertainment world

16:25 - Launching Verita Strategic Wealth Partners and how to think about legacy from the beginning

19:00 - How she thinks about hiring, culture, and leadership

23:02 - Considering A.I. and technology when building a new firm from scratch

28:10 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Kelly and Verita (https://www.veritawealth.com/#kelly)

Connect with Kelly on LinkedIn (https://www.linkedin.com/in/kelly-coffey/)

Adam Katz (Corient): Leader at $200 Billion Firm Reveals how to Create a Long-term Mindset

Ethic — Thu, 05 Mar 2026 07:32:09 -0500

Today, we're going in depth with Adam Katz, partner and head of the founder and entrepreneur group at Corient. Adam has more than 25 years of experience in ultra-high-net-worth wealth management, and working with founders and entrepreneurs.

In this episode you’ll learn:

How Adam’s journey as a founder and entrepreneur informs his work with other founders today
The mindset shifts that can determine founder success
What arm wrestling and wealth management have in common

Timestamps:

00:00 - Introduction

01:18 - How the special skills section of Adam’s resume, including competitive arm wrestling, became an interview tool

03:40 - Adam’s journey into wealth management, getting his first job at Merrill Lynch

09:12 - How Adam defines critical thinking

13:04 - How frustration led Adam to “jump off the ladder,” become an advisor, and then start his own company

22:23 - How Adam’s experience starting a company helps him work with founders

24:09 - How to have a winning founder psychology: Adam’s concept of lily pads and having a long-term mindset

28:46 - AI and wealth-tech innovations

31:53 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Adam and Corient (https://corient.com/us/en/who-we-serve/entrepreneurs-and-founders)

Connect with Adam on LinkedIn (https://www.linkedin.com/in/adam-katz-721b639/)

Introducing: Work Ethic hosted by Doug Scott

Ethic — Thu, 19 Feb 2026 11:57:07 -0500

Welcome to Work Ethic, a new interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success — from scaling billion-dollar startups to future-proofing century-old firms — but also the personal stories, leadership lessons, and pivotal decisions that defined their journeys.

In just under a decade, the industry has doubled in size to be worth more than $145 Trillion, all while a Great Wealth Transfer looms and new technology promises to disrupt the traditional landscape. Even established leaders have been forced to pivot and evolve, and for the first time, they’re publicly sharing those strategies.

Join host and Ethic CEO and Co-founder Doug Scott for an inside look at what it truly takes to build and lead in today’s wealth management industry.

New episodes every Thursday. Subscribe to make sure you never miss an episode. Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work