Work Ethic Transistor (https://transistor.fm) https://feeds.transistor.fm/work-ethic Work Ethic is an interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success, but the personal stories, leadership lessons, and hard decisions that shaped their paths. Join our host, Ethic CEO and Co-founder Doug Scott, and take an inside look at what it really takes to build and lead in today’s wealth management industry. © 2026 Ethic Inc. f1fe8a06-bbe2-5fe3-990a-157efe812384 yes Introducing: Work Ethic hosted by Doug Scott en Thu, 09 Apr 2026 08:07:56 -0400 Thu, 09 Apr 2026 08:09:18 -0400 http://www.ethic.com/podcast https://img.transistorcdn.com/-LkY-iZ24hrhMbEFvT1juf1Bzdf_H-c4WM2268GMR3k/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8xZTdi/YTA1NDRiNDUwNThm/YjFhYmM5OGIxZmUx/YmU3NS5qcGc.jpg Work Ethic http://www.ethic.com/podcast episodic Ethic Work Ethic is an interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success, but the personal stories, leadership lessons, and hard decisions that shaped their paths. Join our host, Ethic CEO and Co-founder Doug Scott, and take an inside look at what it really takes to build and lead in today’s wealth management industry. Work Ethic is an interview series that features candid, in-depth conversations with leaders shaping the future of wealth. wealth management, ria, fintech, investing, markets, leadership Ethic Inc. podcast@ethic.com No No CEO of $5 Trillion Firm on the Future of Investing | Yie-Hsin Hung (State Street IM) 6 6 CEO of $5 Trillion Firm on the Future of Investing | Yie-Hsin Hung (State Street IM) full 07a93b1e-08b3-4c2d-ad2c-6d23a4823fa7 https://www.ethic.com/podcast/yie-hsin-hung-state-street-investment-management 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/)

]]> 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/)

]]> Thu, 09 Apr 2026 08:07:56 -0400 Ethic Ethic 1922 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/)

]]> wealth management, ria, fintech, investing, markets, leadership No How a CEO Defines Work Ethic | Doug Scott (Ethic) 5 5 How a CEO Defines Work Ethic | Doug Scott (Ethic) full cf957c91-70c8-4c36-b6e1-75d4b97cd589 https://www.ethic.com/podcast/doug-scott-ethic 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/)

]]> 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/)

]]> Thu, 02 Apr 2026 08:22:33 -0400 Ethic Ethic 321 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/)

]]> wealth management, ria, fintech, investing, markets, leadership No The Grit Behind a $16 Billion Multi-Family Office | Greg Brown (Caprock) 4 4 The Grit Behind a $16 Billion Multi-Family Office | Greg Brown (Caprock) full 09accbaa-add1-419f-9745-d0632632630f https://www.ethic.com/podcast/greg-brown-caprock 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/)

]]> 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/)

]]> Thu, 26 Mar 2026 07:55:01 -0400 Ethic Ethic 2015 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/)

]]> wealth management, ria, fintech, investing, markets, leadership No The Career Advice That Might Get You Fired | CEO at $2 Billion Firm Jon Foster (Angeles Wealth) 3 3 The Career Advice That Might Get You Fired | CEO at $2 Billion Firm Jon Foster (Angeles Wealth) full 3fe74383-3497-4104-988e-9e71933c3779 https://www.ethic.com/podcast/jon-foster-angeles-wealth 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)

]]> 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)

]]> Thu, 19 Mar 2026 07:53:39 -0400 Ethic Ethic 2170 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)

]]> wealth management, ria, fintech, investing, markets, leadership No Kelly Coffey (Verita Strategic Wealth Partners): The Secret to Building a Firm’s Legacy from former CEO at City National Bank 2 2 Kelly Coffey (Verita Strategic Wealth Partners): The Secret to Building a Firm’s Legacy from former CEO at City National Bank full 81446d24-a1ea-4535-97b1-2ffc26e0f3b1 https://www.ethic.com/podcast/work-ethic-kelly-coffey-verita-strategic-wealth-partners 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/)

]]> 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/)

]]> Thu, 12 Mar 2026 08:01:10 -0400 Ethic Ethic 1883 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/)

]]> wealth management, ria, fintech, investing, markets, leadership No Adam Katz (Corient): Leader at $200 Billion Firm Reveals how to Create a Long-term Mindset 1 1 Adam Katz (Corient): Leader at $200 Billion Firm Reveals how to Create a Long-term Mindset full e40dca25-edac-4f38-a542-e75e893b877d https://www.ethic.com/podcast/work-ethic-adam-katz-corient 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/)

]]> 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/)

]]> Thu, 05 Mar 2026 07:32:09 -0500 Ethic Ethic 2330 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/)

]]> wealth management, ria, fintech, investing, markets, leadership No Introducing: Work Ethic hosted by Doug Scott Introducing: Work Ethic hosted by Doug Scott trailer 0b34376c-b461-4f8f-8269-c660213b4ffe https://www.ethic.com/podcast/work-ethic-trailer 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

]]> 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

]]> Thu, 19 Feb 2026 11:57:07 -0500 Ethic Ethic 129 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

]]> wealth management, ria, fintech, investing, markets, leadership No