Behavioral Finance and Leadership with Natalie Wolfsen from Orion episode artwork

EPISODE · Jul 25, 2024 · 1H 7M

Behavioral Finance and Leadership with Natalie Wolfsen from Orion

from Masters in Business · host Bloomberg

Barry Ritholtz speaks to Natalie Wolfsen, chief executive officer of Orion, which provides technology and asset-management services to wealth-management firms, independent financial advisers and the enterprises that serve them. She is also a member of Orion’s board of directors. She previously served as CEO of AssetMark; she also worked for First Eagle Investment Management, Pershing, Charles Schwab and American Express. This year, Barron’s named Wolfsen to its 100 Most Influential Women in U.S. Finance list. See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jul 25, 2024

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Behavioral Finance and Leadership with Natalie Wolfsen from Orion

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