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. 

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MJM Financial Advisors, LLC

My firm MJM Financial is an RIA firm providing high net worth individuals with integrated financial planning and investment management services. MJM does business as a fiduciary and is a "fee only" firm. My firm has adopted a "fee only" business model because I believe it best aligns firm and client interests. My firm provides timely, strategic, and insightful advice helping clients to achieve their goals. My broad work experience including public accounting and sophisticated corporate financial analysis gives me a depth and breadth of experience when working with my clients.  I believe proper planning is a cross discipline endeavor and is not solely focused on investments.  More specifically MJM works with clients on:

* Integrated financial plans including goal setting
* Charitable Giving 
* Estate Planning 
* Retirement planning for pre-retirees
* Wealth management services ongoing planning plus investment management services
* Discretionary investment management
* Tax planning

Business Owner

Dun & Bradstreet

Leader Planning & Analysis

J.P. Morgan Asset Management

* Reported to head of JP Morgan Asset Management FFI division
* Mergers & Acquisitions including several Undiscovered Managers mutual funds
* Provided reporting and analytics

JP Morgan Asset Mgmt. - CFO Funds & Financial Intermediaries (FFI)

AllianceBernstein

* Provided financial support and analysis to head of Bernstein Private Client 
* Mergers & Acquisitions including $3.5b acquisition of Sanford Bernstein
* Forecasted Alliance's earnings using a sophisticated model with key business drivers 
* Annual Strategic Plan including P&L, Balance Sheet, and Cash Flow
* Assisted in development of monthly flash report including KPI's
* Financial modeling for potential Joint Ventures: Hong Kong, Poland, Brazil, South Africa, South Korea

VP Planning & Analysis

Dean Witter

* Strategic Planning including support of DWD roadshow related to DWD spin off from Sears 
* Mutual fund industry analysis

AVP Financial Reporting

KPMG Peat Marwick

* Audits of banks, hospitals, and other non-financial companies.

Supervising Senior Auditor

 Michael Maye CFP(R,)CPA/PFS,  MBA is the owner/founder of MJM Financial Advisors, LLC a fee-only advisory firm located in Gillette, NJ.  He is an experienced financial professional with an extensive  background  in the financial services industry including strategic planning, investment management services,  as well as financial planning.

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Joshua Brown

Michael Maye CFP ®, CPA/PFS

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Michael Maye CFP ®, CPA/PFS

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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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