From Investment Banker to CIO with Mike Wilson
Masters in Business
From Midwest Roots to Wall Street
This chapter explores the speaker's educational journey and early experiences in investing, sparked by their mother's financial career. It delves into their transition to New York City, the challenges of junior banking at Morgan Stanley, and the diverse roles they've held over the years. The discussion highlights the importance of adapting investment strategies, the contrasts between trading and investing, and the dynamics of catering to different client needs.
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