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A personal finance podcast for Gen Z. Hosted by Troutwood CEO and Co-Founder, Gene Natali. Gene is a CFA charter-holder and an award winning author (The Missing Semester) with 20 years of experience in the financial industry, 8 years teaching collegiate personal finance at the University of Pittsburgh, and a passion for financial literacy education and empowerment. Each episode answers YOUR money questions! Guests on the podcast include industry experts from finance, investing, academic, advocacy, and the non-profit space. Find us on your favorite podcast platform and subscribe to Watching Trees Grow (because what if growing your money works the same way . . .)
Episodes
Thursday Mar 10, 2022
Thursday Mar 10, 2022
Gene and Kweku discuss the ABC’s of investment Consulting, and share lessons that individual investors can learn from investment consultants. Marquette Associates is an investment consultant based in Chicago, Illinois. The company consults on 255 billion dollars of client assets. Kweku is a managing director for Marquette Associates and serves on the firm’s board of directors. Individuals can learn a great deal from the institutional investment model, and the approach that investment consultants apply to client portfolios. Gene and Kweku are uniquely positioned to have this important conversation.
In addition to a combined nearly 40 years of institutional experience, both have authored financial literacy books for students, and are passionate about helping individuals better understand their money choices. Kweku’s book, “Talking about the ABC’s of Financial Literacy” served as inspiration for the episode title.
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