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In this episode of ‘Whiskey and WealthTech, host Alex Serman, Managing Director of Wealth and Institutional at First Rate, sits down with Jay Morison, a seasoned wealth management professional to share his journey through major firms like Morgan Stanley and Merrill Lynch, highlighting his role as a…
In our latest episode of Whiskey and WealthTech, our host, Alex Serman, Managing Director of Wealth & Institutional at First Rate, sits down with Bruce McKenzie, Senior VP of Northern Trust Company. Bruce delves into the critical role of trust in his enduring career and the esteemed reputation …
In this episode of Whiskey&WealthTech, host Alex Serman, Managing Director of Wealth and Institutional at First Rate, explores the intersections of business innovation, purpose-driven leadership, and the evolving landscape of wealth management. In this special episode we sit down with Dave and …
In this episode of ‘Whiskey and WealthTech, host Alex Serman, Managing Director of Wealth and Institutional at First Rate, explores the profound impact of change and technology in our day-to-day operations with Susan Agbenoto, CIPM, Director of Investment Performance at Opus Investment Management. …
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