Todd Rich sits down with Bill Woodson, Co-Head & Managing Director of Cynosure Wealth Advisors for a thoughtful conversation on the purpose behind wealth, the evolution of family offices, and the personal experiences that shaped Bill’s worldview. Bill reflects on a childhood shaped by constant relocation, the discipline he built working through college, and an early career that moved unexpectedly from investment management to public accounting and eventually into the family office ecosyst...
All content for the declarations. podcast with Host Todd S. Rich is the property of Declaration Partners and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Todd Rich sits down with Bill Woodson, Co-Head & Managing Director of Cynosure Wealth Advisors for a thoughtful conversation on the purpose behind wealth, the evolution of family offices, and the personal experiences that shaped Bill’s worldview. Bill reflects on a childhood shaped by constant relocation, the discipline he built working through college, and an early career that moved unexpectedly from investment management to public accounting and eventually into the family office ecosyst...
Robert Picard, Managing Director and Head of Alternative Investments at Hightower Advisors and Host Todd S. Rich, Co-Founder & Partner of Declaration Partners
the declarations. podcast with Host Todd S. Rich
50 minutes
1 year ago
Robert Picard, Managing Director and Head of Alternative Investments at Hightower Advisors and Host Todd S. Rich, Co-Founder & Partner of Declaration Partners
Robert Picard, Managing Director and Head of Alternative Investments at Hightower Advisors talks with Host Todd S. Rich about family-oriented investing with an institutional bar for quality, the Swiss Army, and more from a career investing in private markets. https://www.declarationpartners.com/podcast
the declarations. podcast with Host Todd S. Rich
Todd Rich sits down with Bill Woodson, Co-Head & Managing Director of Cynosure Wealth Advisors for a thoughtful conversation on the purpose behind wealth, the evolution of family offices, and the personal experiences that shaped Bill’s worldview. Bill reflects on a childhood shaped by constant relocation, the discipline he built working through college, and an early career that moved unexpectedly from investment management to public accounting and eventually into the family office ecosyst...
