After an elbow injury ended Bryan Longpre’s professional baseball career, he found his next opportunity helping wealthy families invest in private companies before they go public.
Nick Deidiker left estate law after deciding he did not want to spend his career working 100-hour weeks. A decade later, he advises wealthy families across generations, including an 11-year-old saving for a Lamborghini.
Sarah Ponczek-Van Camp swapped daily market coverage for advising wealthy families in South Florida and preparing the next generation to inherit enormous fortunes.
Taiwanese immigrant Tracy Chen ditched a grueling career in corporate law to help wealthy families protect their assets and transfer their wealth to the next generation.
Chinese immigrant Reva Azeez says financial planning is like building a house from the ground up. With almost 20 years of experience, she says roofing is now the primary focus of most of her clients.
Brian Sak thought he wanted to become a psychologist until he realized how much school it would require. Switching to finance, he soon realized that being a great wealth manager often requires the same skills as a therapist.