Challenging The Titans of Asset Management with Jason Wenk

Masters in Business by Bloomberg

Jul 17, 202663:16Business

Barry speaks with Jason Wenk, founder and CEO of Altruist, a modern custodian for independent financial advisors. They discuss how Jason started the company and his plans to change asset management. Jason also weighs in...

Related Episodes

Continue listening to more episodes from Masters in Business.

Investing In The Great Wealth Transfer: Masters in Business with Adam Frank

Sep 25, 2026 - 70:54

Barry speaks with Adam Frank, Managing Director and Head of Wealth Planning and Advice at J.P. Morgan Wea...

At The Money: Who Is Wealthy in America, and How Did They Get Rich?

Sep 23, 2026 - 25:28

We know America is a rich nation, but do you know exactly how rich? And who holds all of that wealth? Owe...

Investing for the AI Boom: Masters in Business with Glen Kacher

Sep 18, 2026 - 70:33

Barry speaks with Glen Kacher, Managing Director and CIO of Light Street Capital. They discuss his tenure...

At The Money: Should You Invest in Companies Led by Founders?

Sep 16, 2026 - 15:06

The Founders Fund by Peter Thiel has over $20 billion in assets and strong returns -- but you have no acc...

Finding Stability in Investing: Masters in Business with Seth Bernstein

Sep 11, 2026 - 59:00

Barry speaks with Seth Bernstein, Chief Executive Officer of AllianceBernstein. They discuss his tenure a...

At The Money: Considering a Career Change? How About FINFLUENCER?

Sep 9, 2026 - 30:34

Ever think of a career change? Have you thought about becoming a "finfluencer" on TikTok, Insta, or YouTu...

Introducing: Bloomberg Money

Sep 7, 2026 - 0:30

Bloomberg Money is a new, weekly podcast focused on YOUR money. Listen for wealth strategies, retirement...

From CEO to Startups: Masters in Business with Former Vanguard CEO Bill McNabb

Sep 4, 2026 - 82:03

Barry speaks with William "Bill" McNabb. He's former chairman and CEO of Vanguard and now sits on the boa...