Wealth Management Unwrapped & Bad Blood
Investment adviser representative, Ritholtz Wealth Management
“Wealth Management Unwrapped” (John Wiley & Sons, 2017) by Charlotte B. Beyer.
“I met Charlotte Beyer at the CFA Wealth Management Conference in March, and her book has been on my nightstand ever since. She is a wealth of knowledge on what high net worth investors expect and want from a financial adviser. Her book is written for the investor, which makes it a great gift for clients and prospects in addition to being a fantastic resource for advisers.”
“Bad Blood: Secrets and Lies in a Silicon Valley Startup” (Alfred A. Knopf, 2018) by John Carreyrou.
“I could not put ‘Bad Blood’ down and finished it this weekend. John Carreyrou is a brilliant writer and brought to life a real life thriller about lies and deceit at billion dollar biotech start-up Theranos. I couldn't resist the opportunity to learn how things went so horribly wrong for the first female billionaire founder in Silicon Valley.”