EP-175 Running 6 Restaurants and a Financial Advisory Firm with over $1 Billion Under Management

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The Unconventional Path: Entrepreneurship and Innovation Stories and Ideas.

Bela Musits

180 episodes

2 days ago

Explore how to build and grow your business in today’s global marketplace. In each episode, we try to capture and share the essence of how interesting people often take unconventional paths to build their business, some of whom succeed, some who do not. The hosts for this podcast series are Bela Musits, former business school professor, venture capitalist, and entrepreneur based in upstate New York, and Mike Wasserman, professor of international management at the University of Applied Sciences in Münster, Germany.

Entrepreneurship

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EP-175 Running 6 Restaurants and a Financial Advisory Firm with over $1 Billion Under Management - The Management Style of David Steele.

The Unconventional Path: Entrepreneurship and Innovation Stories and Ideas.

1 hour 5 minutes 57 seconds

1 year ago

EP-175 Running 6 Restaurants and a Financial Advisory Firm with over $1 Billion Under Management - The Management Style of David Steele.

In this podcast episode, Bela Musits interviews David Steele. He is the CEO & founder of One Wealth Advisors, an independent RIA firm handling over $1B in assets, who also is a prolific restaurateur, having opened 6 restaurants in 6 years in the competitive Bay Area. And that's just the start - he's also a philanthropist, artist, yoga studio owner, and more.

David’s management style is focused on a disciplined approach: working collaboratively with partners and team members, setting clearly defined goals, developing and executing a strategic plan to achieve those goals, and constantly monitoring the results to assure the plan is successful.

You can find more info about about David and his various endeavors here:

https://davidsteele.xyz/

Our podcast is now also available on YouTube and your favorite podcasting app. Just search for The Unconventional Path.

If you know of someone who would be a good guest for the show, let us know and we will try to get them as a guest. We also love to hear from our listeners, send us your questions, comments, and suggestions at bela.and.mike@gmail.com - we will answer your questions in a future episode.

Thanks for listening,

Bela and Mike