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.
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Episode #6 explores:
Jonathan's bold journey from being a Parisian musician to becoming one of America's best wealth managers
The biggest financial mistakes first-time CEOs make—and how to avoid them
Why market psychology matters as much as financial strategy
How to find a financial advisor you can actually trust
The power of word-of-mouth and personal branding in wealth management
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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!
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References:
The Algebra of Wealth by Scott Galloway
WISE (Women Investing in Security and Education)
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Find Jonathan here:
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Find Victoria here:
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