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WSO Podcast | E135: Ultra High Net Worth Portfolio Management to CorpDev

WSO Podcast


In this episode, CorpDevWestCoast shares his path experiencing several 6-month long internships during undergrad to landing in portfolio management at a firm that deals exclusively with ultra high net worth clients. We learn about the investor allocation or fund of funds world, the ugly side of wealth management, how he showed a genuine passion for PWM to survive recruiting as well as what came out of over 300+ applications. Listen to why he decided on the MBA and the importance of optionality early in your career.

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Corporate Development