Take charge of your finances and get on the road to financial independence.
Wealth management is more than just managing money. When building wealth, priorities are made, goals are established, and values become clear.
Do you have the tools you need to make smart choices?
In Money and Meaning, Christopher Poch shares his strategies and insight for achieving financial independence and creating peace of mind. This is a unique look at how emotions impact investor results as much as logic or analysis, and why embracing emotions benefits your overall approach to finances. You’ll learn how to use financial assets to accomplish your goals and unlock the mindset you need to manage both money and overall wealth. With wealth come important considerations involving family, friends, and community. Money and Meaning is a straightforward, step-by-step guide for navigating these complex issues and reducing stress in planning for the future.
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Christopher F. Poch is the founder and CEO of Promethium Advisors, a wealth management firm serving family offices and high-net-worth individuals. As founder and head of Citi Private Wealth Management at Citigroup Smith Barney, Chris is recognized as a global leader in advising ultra-high-net-worth families. He has held senior positions at Bessemer Trust, the Private Bank, and Citibank's International Private Bank. Over his four-decade career, he has received numerous industry awards and has been widely quoted in Barron's and The Wall Street Journal. Chris is an avid basketball fan and involved in philanthropic activities with organizations that include Villanova University, the Society of the Sacred Heart, and the Order of Malta.
Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.
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