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Jon Henderson
Founder and CIO of Echo45 Advisors
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Oct 31, 2023 • 1h 45min
Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack With Jon Henderson
Jon Henderson, Founder and CIO of Echo45 Advisors, discusses his journey from managing $1 billion in assets at Merrill Lynch to creating a high-tech high-touch advisory firm. Topics include integrating technology with personalized service, pursuing blockchain and digital asset knowledge, and the benefits of a high-tech advisory firm.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode