EPISODE · Mar 26, 2025 · 38 MIN
The Money Game: Wealth Management with Jonathan Treussard, Ph.D. | Founder & CEO of Treussard Capital Management
from The First-Time CEO · host Victoria Loskutova
In this episode, Victoria and Jonathan Treussard, Ph.D., founder of Treussard Capital Management, discuss his unconventional journey from being a jazz musician in Paris to becoming a wealth manager for multi-billion-dollar family offices in the US. Jonathan shares key insights on market psychology, risk management, and how first-time CEOs can make smart financial decisions.-Episode #6 explores:Jonathan's bold journey from being a Parisian musician to becoming one of America's best wealth managersThe biggest financial mistakes first-time CEOs make—and how to avoid themWhy market psychology matters as much as financial strategyHow to find a financial advisor you can actually trustThe power of word-of-mouth and personal branding in wealth management-Tune in for a deep dive into the world of wealth management, designed to help first-time and scaling CEOs navigate the financial side of success!-References:The Algebra of Wealth by Scott GallowayWISE (Women Investing in Security and Education)-Find Jonathan here:WebsiteNewsletterLinkedinInstagram-Find Victoria here:Book a Demo of Olympia AI with VictoriaOlympiaLinkedinInstagramNewsletterSpotifyYouTubeApple PodcastsWant to be this podcast guest? Fill in this form, and Victoria will contact you shortly if it is a good fit
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The Money Game: Wealth Management with Jonathan Treussard, Ph.D. | Founder & CEO of Treussard Capital Management
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