

How To Invest Like The Rich With Jonathan Treussard
4 snips Dec 7, 2023
Former graduate student turned financial expert Jonathan Tressard shares insights on personalized investment strategies, risk management, and the multi millionaire guide to wealth management. He discusses transitioning from Wall Street to managing money for high-wealth families and the importance of finding a customized investment strategy. Tressard's journey to launching his own financial advisory firm showcases the personal touch he brings to wealth management.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 3min
Resilience and Success: Jonathan's Inspiring Journey
03:02 • 11min
Pursuing Music Abroad: A Bold Departure from Home
14:19 • 3min
Navigating Risk Management and Foreign Investments
17:11 • 12min
Evolution of a Career in Investment Management to Personalized Financial Services
29:29 • 4min
Navigating Banking Sector Challenges and Fragility
33:14 • 11min
Exploring Fragility in the Banking System and Retirement Planning
44:05 • 3min
Navigating Financial Uncertainty and Market Inefficiencies
47:33 • 8min
Insights into Wealthy Investing Advantages and Expert Financial Guidance
55:34 • 6min
Navigating Wealth and Investment Pitfalls with Financial Expertise
01:01:27 • 4min