The Way Forward series features Wealth Management professionals and how they are navigating the challenges and current market volatility presented by COVID-19. Each episode will offer insights on managing a team virtually, crisis communication skills with clients, and what strategies are adapting or changing given the market turmoil.

April 28, 2020

The Way Forward:
A Chat with Josh Brown

In this week’s interview on The Way Forward, Jack Otter speaks with Josh Brown, CEO of Ritholtz Wealth Management. Josh discusses portfolio construction, his anxiety managing a team, and how he got a million Twitter followers. 

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Interviewed By: Jack Otter, Editor-at-Large, Barron's

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April 21, 2020

The Way Forward:
A Chat with Louise Gunderson

In this week’s interview on The Way Forward, Sterling Shea speaks with Louise Gunderson, the senior partner of The Gunderson Group, UBS. She brings more than 40 years of experience, and focuses on providing advice and solutions to address all areas of her clients’ lives—from investment management and asset allocation to longevity and multigenerational estate planning, banking and real estate financing. 

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Interviewed By: Sterling Shea, Global Head of Wealth & Asset Management, Barron's Group

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April 14, 2020

The Way Forward:
A Chat with Lori Van Dusen

In this week’s interview on The Way Forward, Jack Otter a speaks with Lori Van Dusen, Founder and CEO of LVW Advisors, a registered investment advisory firm that serves wealthy families and individuals as well as nonprofit institutions. An advocate of client-focused strategies for over 25 years, she has become the voice of reason for providing unbiased integrated solutions in a fragmented financial-services industry.

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Interviewed By: Jack Otter, Editor-at-Large, Barron's

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April 7, 2020

The Way Forward:
A Chat with Andy Sieg

In this week’s interview on The Way Forward, Sterling Shea a speaks with Andy Sieg, President of Merrill Lynch Wealth Management. Andy will offer his insights on what advisors can do to mitigate fear and reduce anxiety in their clients, his predictions for change in how advisors do business following COVID-19, and why this pandemic has underscored the need for financial advice..

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Interviewed By: Sterling Shea, Global Head of Wealth & Asset Management, Barron's Group

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April 1, 2020

The Way Forward:
A Chat with Ron Carson

In this week’s interview on The Way Forward, Sterling Shea speaks with Ron Carson, Founder and CEO of Carson Group on how he is navigating the challenges and current market volatility presented by COVID-19. Ron will offer insights on managing a team virtually, crisis communication skills with clients, and what strategies he is adapting or changing given the market turmoil.

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Interviewed By: Sterling Shea, Global Head of Wealth & Asset Management, Barron's Group

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