In this episode of LeverUp, we sit down with Michael Picardi, a mid-career investor relations professional with a fascinating background. From starting his career in fintech with Masterworks and transitioning to private wealth at Alliance Bernstein, Michael shares valuable insights into the world of finance and investor relations.

Join us as Michael discusses his experiences working in a fast-paced fintech startup, the challenges of cold calling, and the importance of building strong client relationships. He also offers advice for those interested in breaking into the finance industry, particularly in investor relations, and shares tips on networking, career growth, and managing time in a high-pressure environment.

Whether you’re a finance professional, an aspiring investor relations expert, or just interested in hearing about career journeys in the financial world, this episode is packed with actionable insights and advice.

Key Topics:

Investor relations career path
Fintech startup challenges
Masterworks art investment platform
Transitioning to private wealth management
Building a book of business
Networking and relationship management
Tips for success in finance and investor relations

Connect with Michael:

https://www.linkedin.com/in/michaelfpicardi

Art, Wealth, And Cold Calls: Michael Picardi’s Path To Success [Season 2 Episode 1]