Bruce and Jeff are joined by Jeremy Eisenstein, co-head of RIA custody sales at Goldman Sachs. Jeremy gives his views on the custody operation at Goldman, where it's going, where it's been and how it got here.
Guest Bio:
Jeremy Eisenstein is co-head of the RIA custody sales and relationship management teams at Goldman Sachs, which is part of the Firm's Global Banking & Markets Division. He is based in New York.
Prior to this role, he was a member of the Goldman Sachs derivatives franchise with responsibilities across the insurance and Structured Products groups covering financial advisors.
Before joining Goldman Sachs in 2017, Mr. Eisenstein held various roles at Credit Suisse between 2014-2017, and previously Barclays Bank/Lehman Brothers from 2005 to 2014.
This episode is sponsored by Schwab Asset Management.
As one of the industry’s largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.
Learn how independent advisors can move beyond income and build a wealth management practice worth owning
Bruce chats with veteran industry attorney Brian Rubin of Eversheds Sutherland about potential changes in the enforcement process FINRA uses to regulate broker-dealers.
Osaic President and Head of Advisor Growth and Engagement Shannon Reid discusses the AI revolution, creating client confidence, her recent move from Raymond James, and her love of soccer with InvestmentNews’ Managing Editor James Rogers.
Bruce this week chats with Jason Kephart, Morningstar analyst and former InvestmentNews reporter, about the state of the alternative investment industry, including new developments at the fund tracker.
