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Interview with Brian Dress
Brian is the Director of Research at Left Brain, a wealth management firm providing financial planning and investment advice. They currently services approximately 200 clients and manage over $167.5 million in assets.
Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in the oil/gas and commodities markets, but also in equities and fixed income.
Topics of passion:
1. Passion for financial literacy and educating, especially on matters of investing for leaders.
2. How there is not just one way to manage money - how to identify an investment strategy that is connected to your financial plan and goals, as well as your unique personality.
They've recently launched a new mutual fund as well, so for more information please visit https://www.leftbrainwm.com/
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Support the Breakfast Leadership Network!
Burnout Proof Your Life Online Course. Enter the code NINETY at checkout, to save 90% off the course:
https://breakfastleadership.teachable.com/p/burnout-proof-your-life
Hire Michael to speak at your event: https://BreakfastLeadership.com/speaking
Burnout proof your life with the new book Burnout Proof: How To Establish Boundaries To Avoid The Negativity Of Stress https://amzn.to/2JkbKxQ
Buy Michael's life-altering book: 369 Days: How To Survive A Year of Worst-Case Scenario: https://www.amazon.com/369-Days-Survive-Worst-Case-Scenarios-ebook/dp/B074CCLKZP/ref=sr_1_1?ie=UTF8&qid=1502047423&sr=8-1&keywords=369+days
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Or PayPal: https://www.paypal.me/bfastleadership
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By Michael D. Levitt
5
5656 ratings
Brian is the Director of Research at Left Brain, a wealth management firm providing financial planning and investment advice. They currently services approximately 200 clients and manage over $167.5 million in assets.
Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in the oil/gas and commodities markets, but also in equities and fixed income.
Topics of passion:
1. Passion for financial literacy and educating, especially on matters of investing for leaders.
2. How there is not just one way to manage money - how to identify an investment strategy that is connected to your financial plan and goals, as well as your unique personality.
They've recently launched a new mutual fund as well, so for more information please visit https://www.leftbrainwm.com/
-------------------
Support the Breakfast Leadership Network!
Burnout Proof Your Life Online Course. Enter the code NINETY at checkout, to save 90% off the course:
https://breakfastleadership.teachable.com/p/burnout-proof-your-life
Hire Michael to speak at your event: https://BreakfastLeadership.com/speaking
Burnout proof your life with the new book Burnout Proof: How To Establish Boundaries To Avoid The Negativity Of Stress https://amzn.to/2JkbKxQ
Buy Michael's life-altering book: 369 Days: How To Survive A Year of Worst-Case Scenario: https://www.amazon.com/369-Days-Survive-Worst-Case-Scenarios-ebook/dp/B074CCLKZP/ref=sr_1_1?ie=UTF8&qid=1502047423&sr=8-1&keywords=369+days
Contribute on Patreon: https://www.patreon.com/bfastleadership
Or PayPal: https://www.paypal.me/bfastleadership
Breakfast Leadership Network Merchandise: https://teespring.com/stores/breakfast-leadership-network
Like, Rate and Review the Breakfast Leadership Show on Apple Podcasts: https://podcasts.apple.com/ca/podcast/breakfast-leadership/id1207338410
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