Favorite Parts Of Working In Asset Management As A Principal Business Strategist
James, a Principal Business Strategist in asset management, finds the most rewarding aspect of the industry is the potential to "help people become wealthy," improving lives by multiplying investments and enabling significant life events such as retirement or homeownership. This contributes positively to society as a whole, according to James.
Finance, Investment Management, Wealth Management, Financial Planning, Retirement Planning
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
James Wallace
Principial Business Strategist
Investment Management Co.
Hiram College
Not Applicable
Mathematics, Data Science, Statistics
Finance (Banking, Fintech, Investing)
Business Strategy
Video Highlights
1. Helping people achieve financial goals (wealth building, retirement planning, homeownership)
2. Positive societal impact through responsible financial management
3. Potential for significant financial gains through effective asset management
Transcript
What do you enjoy most about being in your industry?
I'm in the asset management industry. I think what I enjoy most about it is that if you do it well, you can help people become wealthy.
You're taking money that's just sitting there and helping to multiply it for them. While there are negative aspects to the industry, if you operate fairly and correctly, you can genuinely help people.
You can help them make more money, retire comfortably, buy a house, or pay for a car. I believe that doing this contributes a lot of good to society as a whole.
Advizer Personal Links