The First-Time CEO

The Money Game: Wealth Management with Jonathan Treussard, Ph.D. | Founder & CEO of Treussard Capital Management


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In this episode, ⁠⁠Victoria⁠⁠ and Jonathan Treussard, Ph.D., founder of Treussard Capital Management, discuss his unconventional journey from being a jazz musician in Paris to becoming a wealth manager for multi-billion-dollar family offices in the US. Jonathan shares key insights on market psychology, risk management, and how first-time CEOs can make smart financial decisions.

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Episode #6 explores:

  • Jonathan's bold journey from being a Parisian musician to becoming one of America's best wealth managers
  • The biggest financial mistakes first-time CEOs make—and how to avoid them
  • Why market psychology matters as much as financial strategy
  • How to find a financial advisor you can actually trust
    • The power of word-of-mouth and personal branding in wealth management

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  • Tune in for a deep dive into the world of wealth management, designed to help first-time and scaling CEOs navigate the financial side of success!

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    References:

    The Algebra of Wealth by Scott Galloway

    WISE (Women Investing in Security and Education)

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    Find Jonathan here:

    Website

    Newsletter

    Linkedin

    Instagram

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    Find Victoria here:

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    ⁠⁠Olympia⁠⁠

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    ⁠⁠Newsletter⁠⁠

    ⁠⁠Spotify⁠⁠

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    Want to be this podcast guest? Fill in ⁠⁠this form⁠⁠, and Victoria will contact you shortly if it is a good fit

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    The First-Time CEOBy Victoria Loskutova