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Fried on Business – 08.22.19 – Wealth Management with Jeff Glusman

Episode 532: 08-22-19

Trend Wealth Management within the Sports & Entertainment Industry  

What does a day in the life of a sports & entertainment industry agent look like?  Jeff Glusman shares what it is like to manage $3 Million in assets.  Plus he discusses some of the trends he is seeing in wealth management.

Jeff Glusman is the Former Senior Vice President of Merrill Lynch and SunTrust Sports & Entertainment Group.  He is  is now running the Sports & Entertainment Practice for a 3 Billion dollar wealth management RIA, Level Four. They provide their athlete and entertainer clients a family office platform, which acts as fiduciary advisors in their financial lives.  Jeff has been doing this since 2001, and has some great insights.

 

 

Episode 532: 08-22-19

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