Growing up in New Orleans, John Rotonti thought his family was wealthy. After all, he and his sisters went to an expensive private school and their family frequently vacationed in Europe and Hawaii. Soon after he started attending the University of Richmond, the façade of his family’s wealth started to crumble.
Currently a portfolio manager at Bastion Fiduciary and author of the investing newsletter “JRo’s Notes”, John shares:
- How he started to figure out his family had money problems
- The unique challenge of starting an MBA program in 2009
- His favorite heist movies
- The question about AI that investors should be asking

Opening clip – “Succession”

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