Jesse is a multi-asset portfolio manager managing billions at a large Wallstreet bank. He has a Masters in Finance and a CFA designation. Working as a tax consultant, Jesse noticed that people around him had many questions about investing, but he could not help them structurally, so he wanted to share his knowledge in a way that was accessible for everyone. That is why Jesse began teaching about money and started his Youtube channel.

In this episode, we discuss the three levels of building wealth, how to move up to the next level, and how to create generational wealth for your children.  So whether you're just starting or you've been working on your wealth for a while, this episode will give you some great insights!

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