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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W Financial

Head of Business Development & Investor Relations

Alger

- Hybrid Wholesaler covering all retail channels (Wirehouse, Independents, RIAs) in Northern Florida.
- Generated $98.7 million in gross sales in 2021.
- Increased gross sales +25% in 2021.
- Ranked #4 gross sales to goal out of 20 wholesalers.
- Sold a suite of growth equity and alternative mutual funds, ETF’s, SMA’s and retirement products.
- Traveled to the territory monthly and conducted meetings both in person and virtually with clients and
prospects.
- Prospected and managed pipeline using Salesforce, Discovery Data, Market Metrics, and Broadridge.

AVP, Associate Regional Director

DWS Group

- Awarded Internal Wholesaler of the Year 2019 and promoted to Senior Internal Wholesaler after 1 year.
- Partnered with external wholesalers in two major markets (NYC and CT/MA/VT/RI) to drive over $230
million in gross sales in 2019.
- Increased gross sales in NYC Territory +64% and CT/MA/VT/RI Territory +9% in 2019.
- Used a consultative approach to better understand financial advisors’ practice, clients, and investment
needs to best position DWS products, which included active, passive, and alternative solutions.
- Traveled solo to conduct meetings within both territories and took ownership of a segment of advisors.
- Conducted business via telephone, email, and in-person/virtual meetings.
- Prospected and managed pipelines via Salesforce, Discovery Data, Market Metrics, and Broadridge.

Senior Investment Sales Consultant

Freepoint Commodities

-Reconciled cleared trades and positions across all commodities including; metals, gas, power, oil, and ags. 
-Performed clerk functions for cross commodity trader who traded financial metals on COMEX and LME.
-Assisted natural gas desk with trade bookings, daily reports, and P&L.  
-Monitored position limits and VAR along with risk department for all traders.

Analyst

HSBC

-Supported premier financial advisors and relationship managers.
-Assisted the advisors in maintaining relationships with their clients and building their book of business.
-Identified opportunities to cross sell financial tools and services to clients.

taplio

The Battle

Joshua Brown

Ryan DeLissio, CIMA®

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taplio

The Battle

Joshua Brown

Ryan DeLissio, CIMA®

Followers

Posts

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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Performance ScoreJoshua Brown's LinkedIn Performance