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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.
By Wall Street Oasis4.9
492492 ratings
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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