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March 30, 2023

“Finance is riddled with emotion.” Cordoba Advisory’s Rami Sarafa on demystifying the art of investing and the importance of psychology in wealth management.

49 minutes

Hashem catches up with fellow Harvard alumnus and EFG Hermes Pax Americana boot buddy Rami Sarafa, who recently launched Cordoba Advisory Partners, a private wealth management firm. Rami divulges key tips on how to build a strong investment portfolio and demystifies the arcane nature of finance. He is of the view that a key ingredient to successful investing is grasping relational psychology, and possessing a high emotional IQ. Rami also shares some of the challenges and rewards he experienced by launching his own business including how he tries to inspire his team and keep his clients’ minds at ease.

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