Anyone in Private Wealth Management deal with well-known/famous clients?

I interned for a PWM team that handled more than $1 billion in client assets in LA. During my time there, I recognized some names while looking at financial statements. I ran into some "youtube stars" there too (was stuck in a elevator with one).

Being young and naive back then, I was pretty amazed. Now that I think of it, not too much of a big deal haha.

Anyone have any similar experiences? In general, anyone have any experiences with dealing/running into well known individuals?

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Nov 7, 2017 - 3:57pm
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