Ritholtz Wealth Management

Joshua Brown

Of all the things people are claiming AI will do within finance, this is the most impressive execution I've seen yet. The ability to instantly create a portfolio allocation or manufacture a custom investment product out of thin air merely by speaking it into existence is magical. 

There are boardrooms filled with people in suits coming up with ideas for ETFs. Public just unveiled a machine that makes everyone a portfolio creator, that makes every idea investable (yes, even the bad ones, get over it). No more calculators, no more spreadsheets, no more Google searches. Tell the AI what you want and it formulates a list of holdings, weightings, rankings, etc. Buy it with one touch, like you're buying share of Apple. 

The extra details included - like changing the weightings, clicking into a stock to learn why it was included, etc - are so well thought out. If you haven't seen this demo yet, you're going to be left behind. This is where everything is going. Think about what you would want to build using technology like this because it's about to become ubiquitous. 

Thanks to Jannick Malling and Leif Abraham for showing it to our audience early, only on The Compound

https://lnkd.in/eyk5BR4h

Wait til you see this demo. Legit mind blown. 

https://lnkd.in/eXr7STks

Public Leif Abraham Jannick Malling

Open video: They Just Invented the Agentic AI Brokerage on youtu.be

They Just Invented the Agentic AI Brokerage

Every Tuesday, thousands of people from all across America join Michael Batnick, CFA  and I at 5pm Eastern for the best investing livestream on YouTube. Last week, Ed Yardeni surprised the audience and over 50,000 people tuned in. 

Today’s new episode goes live in just a few hours. There’s a live chat you can be a part of, a mystery chart, new stock ideas and the most important market moving news of the week. 

Find out why The Compound’s YouTube is approaching a quarter of a million followers. Hit this link and subscribe for the alert. 

We’ll see you there. 

https://lnkd.in/eHNKes7n

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McGill Junge Wealth Management

Investment Analyst

As an Investment Operations Associate at McGill Junge Wealth Management, I am primarily responsible for maintaining efficient systems for our clients’ account follow-ups and servicing, assisting in the advisory review process, including preparing investment reports, and the trading of our clients' investment accounts. In addition to servicing our advisory clients I also play a primary role in supporting and facilitating our 401(k) advisory business.

Investment Operations Associate

Miles Capital, Inc.

Effectively perform portfolio accounting for multiple portfolios; Provide and deliver high quality services and support to SMA clients and local government investment pool (LGIP) participants; Strengthen existing client relationships and ensure high client satisfaction by accurately and timely addressing back office requests from client relationship managers.  Daily trade confirmation; perform trade settlement resolution. LGIP administration in conjunction with Fund Services; working with multiple custodians and service providers. Obtain and broker investment bids for public fund participants. Recently chosen by management to serve on the Miles Capital Insurance Regulatory and Accounting Committee.

Senior Investment Operations Administrator

-Daily transaction and holdings reconciliation including data gathering, transaction entry, analysis, research, and action to resolve issues.

-Daily cash forecast process and prompt reporting to investment team.

-Public Fund administration support including entering transactions, initiating participant money movement with respective custodians.

-Daily cash investing for public funds

-Client service support for internal and external clients including adhoc and standard requests.
Perform other job-related and backup duties as required.

-End of day trade file processing as well as correctly allocating trades to brokerage firms

Investment Operations Administrator

Iowa State University

Student

•Update mail log daily to accurately depict on going and completed University Projects
•Communicate with office staff, university colleagues, students, and other external entities on behalf of the Office of the Senior Vice President for Business and Finance
•Occasionally prepare general reports for the Treasurer, based on analyses of proposals submitted by potential investment advisors for the Iowa Board of Regents
•Attend Board of Regents Meeting to evaluate potential investment advisors with Regents and University leaders
•Create efficient filing system to correctly manage University Capital Project correspondence and documents
•Complete data entry with high attention to detail for office reports and daily correspondence

Student Assistant

Aegon

•Simultaneously worked with Senior Analysts to meet all project and presentation requirements 
•Worked daily with Senior analysts and mortgage bankers to properly quote projects
•Analyzed income-producing properties – office, retail, industrial, multi-family, hospitality, and special use – to determine value, identify risk factors, and recommend appropriate debt and equity financing strategies
•Prepared daily reports for Senior analysts, and underwrite loans daily
•Contributed to team efforts by researching relevant macroeconomic and micro economic conditions  
•Increased productivity by turning around quoted projects quickly

Commercial Lending Intern

Vita Coco

Sales Representative, Merchandiser, Vendor
- Market VitaCoco in the greater Minneapolis-St.Paul area.
- Sell in displays in bulk stores as well as convenience stores.
-Communicate between store managers and account managers to ensure maximum sales are obtained.

Business Development Intern

Originally from Minneapolis, I Graduated from Iowa State University in 3.5 Years earning a B.S. in Finance. During my time at Iowa State I was a member of the Sigma Chi Fraternity. At McGill Junge Wealth Management, we position ourselves at the center of our clients’ financial lives, we partner with them during the wealth accumulation phase of their lives in order for them to experience a worry-free, enjoyable retirement during the distribution phase.  The relationships we cultivate with our clients are founded on the basis of mutual trust, collaboration and the confidence that our team will anticipate and execute all the major and minor details of your comprehensive financial plan.

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The Battle

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Justin Bunkers CIMA®

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Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Joshua Brown's LinkedIn Performance

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