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Success, Unscripted
UBS advisor podcasts
29 episodes
6 months ago
Jonathan Israel is a Senior Vice President with Affinity Wealth Partners at UBS Financial Services, Inc. He has worked with business owners for nearly two decades in his role as a Financial Advisor, helping navigate the complex world of finance and wealth management. On “Success, Unscripted” Jonathan peels back the curtain on real stories of success in the business world, shedding light on the often-overlooked aspects of their journey.
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All content for Success, Unscripted is the property of UBS advisor podcasts and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Jonathan Israel is a Senior Vice President with Affinity Wealth Partners at UBS Financial Services, Inc. He has worked with business owners for nearly two decades in his role as a Financial Advisor, helping navigate the complex world of finance and wealth management. On “Success, Unscripted” Jonathan peels back the curtain on real stories of success in the business world, shedding light on the often-overlooked aspects of their journey.
Show more...
Business News
News
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26. Matt Cole, CEO of Strive Asset Management
Success, Unscripted
52 minutes 48 seconds
8 months ago
26. Matt Cole, CEO of Strive Asset Management
Matt Cole was appointed CEO of Strive Asset Management by Vivek Ramaswamy in 2022. Under Matt's leadership, Strive surpassed $1 billion in assets within its first year. Formerly a Portfolio Manager at Calpers, Matt exposes pressure he faced to act contrary to pensioners' best interests and stresses the importance of keeping politics out of asset management.
Success, Unscripted
Jonathan Israel is a Senior Vice President with Affinity Wealth Partners at UBS Financial Services, Inc. He has worked with business owners for nearly two decades in his role as a Financial Advisor, helping navigate the complex world of finance and wealth management. On “Success, Unscripted” Jonathan peels back the curtain on real stories of success in the business world, shedding light on the often-overlooked aspects of their journey.