Work Ethic

As Season 1 of Work Ethic wraps, we’re closing with a special bonus episode built around one question we asked guests throughout the season: What advice would they give to people aspiring to build successful careers like theirs? These are the leaders shaping the future of wealth so there's no one better to answer that question. In this mini-episode you’ll hear from: Yie-Hsin Hung - President and C...

Today, we're going in depth with Tripp Friedler, co-founder and managing partner of Free Gulliver, a multifamily office based in New Orleans. He's also the author of two books. His latest, The Tunnel , is about losing his son Henry to Mental Illness. In this episode you’ll learn: How to find resilience after profound loss How optimism can be entrepreneurial trait How to incorporate counseling and...

How is AI specifically impacting the wealth and investing industry? Today's episode pulls together insights from recent guests on how AI is shaping the future. In this episode you’ll hear from: Adam Katz - Partner and Head of Founder and Entrepreneur Group at Corient Kelly Coffey - Co-founder of Verita Strategic Wealth Partners Gary Hirschberg - CEO of Aaron Wealth Ron Albahary - CIO of LNW Tripp...

Today, we're going in depth with Michel Del Buono. Michel is the chief investment officer of a16z Perennial. With a career spent leading investment strategy, he brings global knowledge and innovative thinking to help make sense of complex markets. In this episode you’ll learn: Why you don’t need to over-engineer your career How wealth is a much more complicated optimization problem Why it’s import...

Today, we're going in depth with Matthew Weatherley-White, partner at Sorensen Impact Advisory. Matthew has spent three decades at the intersection of finance and impact, helping families and institutions align their capital with their mission. In this episode you’ll learn: Why you should challenge the default playbook How independent thinking is a competitive advantage Why sometimes you hire for...

Today, we’re going in-depth with Steve Tenney. After a 30-year career as a leader in wealth management, including as Founder and CEO at $700MM RIA Great Diamond Partners, Steve launched Grandview & Co to be the coach to RIAs that he wished he had.  In this episode you’ll learn: How relentless effort and persistence can open doors that strategy alone cannot, especially when starting out without...

Today, we go in-depth with Gary Hirschberg, Founder and CEO of Aaron Wealth Advisors. He helps ultra high net worth families navigate the complex business of managing their wealth, always guided by the values and perspectives shaped by his roots. In this episode you’ll learn: Why simplicity wins in a complex industry Why you shouldn’t wait too long to take the leap and go independent Great work et...

Today, we go in-depth with Cameron Dawson, Chief Investment Officer at NewEdge Wealth. She's known for insightful and distinctive financial commentary, which you may have seen on Bloomberg, CNBC, or other media outlets. In this episode you’ll learn: Volatility is feature, not a bug The biggest investor mistake is emotional timing Hard work alone isn’t enough–you need to find the right river to swi...

Today, we go in-depth with Ron Albahary, Chief Investment Officer at LNW where he determines overall investment strategy. In this episode you’ll learn: That great investors understand humans, not just markets That risk is psychological, not just mathematical How vulnerability is a leadership advantage Why innovation = solving problems, not launching products Timestamps: 00:00 - Introduction 01:17...

Today, we go in-depth with Yie-Hsin Hung, President and CEO of State Street Investment Management, one of the world’s largest asset managers. In this episode you’ll learn: How Yie-Hsin built a strong non-linear career by making thoughtful pivots toward opportunity and skill-building How she’s navigating rapidly evolving markets, AI, and shifting investor expectations Why great leadership today req...

Doug Scott is the co-founder and CEO of Ethic and the host of Work Ethic . In this special bonus episode, Doug trades places to answer the same rapid-fire questions he asks every guest. Timestamps: 00:00 - Introduction 01:04 - What Does Work Ethic Mean to You? 02:52 - What Do People Get Wrong About Work Ethic? 03:50 - What Advice Do You Have for Aspiring Leaders in Wealth Management? — Just a head...

Today, we're going in depth with Greg Brown, the Co-CEO of Caprock, an independent multi-family office serving ultra–high-net-worth families. Before leading Caprock, he built a career as an entrepreneur and investor — experience that now shapes his approach. In this episode you’ll learn: How Greg and his team built Caprock from the ground up, bootstrapping without outside capital and taking seven...

Today we're going in depth with Jonathan Foster. Jon is the president and CEO of Angeles Wealth Management. He's had a long career in wealth and an interesting family legacy, and as a result, has great stories to tell. In this episode you’ll learn: The importance of avoiding shortcuts and when to say no to your boss How Jon thinks about recruiting talent and betting on people The key lessons he to...

Today, we're going in depth with Kelly Coffey, the co-founder and executive chairman of Verita Strategic Wealth Partners. Kelly has spent the past three decades leading at the highest levels of finance, including CEO of City National Bank and CEO of J.P Morgan's U.S. Private Bank. In this episode you’ll learn: How Kelly expanded the legacy of City National Bank as a trusted partner to the entertai...

Today, we're going in depth with Adam Katz, partner and head of the founder and entrepreneur group at Corient. Adam has more than 25 years of experience in ultra-high-net-worth wealth management, and working with founders and entrepreneurs. In this episode you’ll learn: How Adam’s journey as a founder and entrepreneur informs his work with other founders today The mindset shifts that can determine...

Welcome to Work Ethic, a new interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success — from scaling billion-dollar startups to future-proofing century-old firms — but also the personal stories, leadership lessons, and pivotal decisions that defined their journeys. In just under a decade, the...