In this episode, ⁠⁠Victoria⁠⁠ and Jonathan Treussard, Ph.D., founder of Treussard Capital Management, discuss his unconventional journey from being a jazz musician in Paris to becoming a wealth manager for multi-billion-dollar family offices in the US. Jonathan shares key insights on market psychology, risk management, and how first-time CEOs can make smart financial decisions.-Episode #6 explores:Jonathan's bold journey from being a Parisian musician to becoming one of America's best wealth managersThe biggest financial mistakes first-time CEOs make—and how to avoid themWhy market psychology matters as much as financial strategyHow to find a financial advisor you can actually trustThe power of word-of-mouth and personal branding in wealth management-Tune in for a deep dive into the world of wealth management, designed to help first-time and scaling CEOs navigate the financial side of success!-References:The Algebra of Wealth by Scott GallowayWISE (Women Investing in Security and Education)-Find Jonathan here:WebsiteNewsletterLinkedinInstagram-Find Victoria here:⁠Book a Demo of Olympia AI⁠⁠ with Victoria⁠⁠Olympia⁠⁠⁠⁠Linkedin⁠⁠⁠⁠Instagram⁠⁠⁠⁠Newsletter⁠⁠⁠⁠Spotify⁠⁠⁠⁠YouTube⁠⁠⁠⁠Apple Podcasts⁠⁠Want to be this podcast guest? Fill in ⁠⁠this form⁠⁠, and Victoria will contact you shortly if it is a good fit

Ver todos los episodios