Challenging The Titans of Asset Management with Jason Wenk

from Masters in Business · host Bloomberg

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 on the state of RIAs, and AI.CORRECTION: Adds disclaimer:Ritholtz Wealth Management (RWM) uses Altrruist as one of their client custodians; both RWM and Barry Ritholtz are investors in Altruist Corp.See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jul 17, 2026

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Challenging The Titans of Asset Management with Jason Wenk

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