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Home > Masters in Business > Behavioral Finance and Leadership with Natalie Wolfsen from Orion
Podcast: Masters in Business
Episode:

Behavioral Finance and Leadership with Natalie Wolfsen from Orion

Category: Business
Duration: 01:07:37
Publish Date: 2024-07-25 20:33:41
Description:

Barry Ritholtz speaks to Natalie Wolfsen, chief executive officer of Orion, which provides technology and asset-management services to wealth-management firms, independent financial advisers and the enterprises that serve them. She is also a member of Orion’s board of directors. She previously served as CEO of AssetMark; she also worked for First Eagle Investment Management, Pershing, Charles Schwab and American Express. This year, Barron’s named Wolfsen to its 100 Most Influential Women in U.S. Finance list. 

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