EPISODE · Nov 14, 2024 · 54 MIN
Diversity as a Superpower: An Ex-Goldman Advisor on Building a Firm From Zero to $400mm and Beyond
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
Allan Boomer, the CIO of Momentum Advisors, shares his journey from a working-class background to an internship at Merrill and later landing at Goldman. In this episode, he discusses leaving Goldman to gain the ability to act as a true fiduciary in independence, the role of diversity as his “superpower,” his vision for a “100-year business,” his focus on long-term growth, and more.
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Diversity as a Superpower: An Ex-Goldman Advisor on Building a Firm From Zero to $400mm and Beyond
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