#95 Challenges and Triumphs of Starting a Diverse Financial Firm w/ Rhys Williams, Chief Strategist & Portfolio Manager, Wayve Capital Management

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ 

With over three decades in asset management, Rhys Williams (https://wayvecapital.com/) has managed significant public equity portfolios, including up to $2 billion during his tenure at Columbia Partners. He later joined Spouting Rock Asset Management as Chief Strategist, developing equity strategies now managed exclusively at Wayve Capital.

In this episode, Brian and Rhy discuss:

1. Challenges and Triumphs of Starting a Diverse Financial Firm

2. Balancing Institutional Ambitions with Private Client Focus

3. Partnering Across Generations

4. Institutional vs. Private Clients

LinkedIn: https://www.linkedin.com/in/rhys-williams-cfa-262b844/ 

Website: https://wayvecapital.com/ 

Twitter: https://x.com/rhyswil1775 

To see short videos of all our best FA Business Growing tips follow us on: 

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop  

TikTok: https://www.tiktok.com/@faworkshop  

YouTube: https://www.youtube.com/@financialadvisorsworkshop 

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop  

Twitter: https://twitter.com/FAsWorkshop  

iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408  

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE  

Website: https://www.financialadvisorsworkshop.com/  

Work with FourStar: https://financialadvisorsworkshop.com/Advisors  

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov