Citywire This Week in Wealth

‘I didn't pay myself for all of 08 and 09’: How one RIA founder rode out the last big crash  

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Dakota Wealth Management founder and CEO Peter Raimondi joins This Week in Wealth to discuss whether RIAs are well-prepared for a prolonged market downturn.

He shares how he weathered the Great Financial Crisis, current client portfolio positioning, and his concerns about wealth managers’ leverage levels today.

This episode was recorded on the sidelines of Citywire’s inaugural CEO Summit in Austin, Texas. You can check out some highlights from the conference at https://citywire.com/ria/tag/ceo-summit
2 Oct English United States Investing

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