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Listen "#004 Vaulted Views - Mark Scalzo: From Investment Banking to Portfolio Management"
Episode Synopsis
Join Ray Lucia Jr. as he welcomes his longtime friend and business partner, Mark Scalzo, to the podcast! In this episode, they dive deep into Mark's fascinating journey from investment banker to an international money manager.
Mark shares his experiences at the prestigious Wharton School, his early days at Salomon Brothers during the high-stakes world of investment banking, and the lessons learned while working with industry legends like Ken Fisher and Rick Edelman.
Discover how Mark navigated the tumultuous waters of the 2008 financial crisis, the challenges of
Highlights:
Mark's background and education
Experiences at Salomon Brothers
Working with Ken Fisher and Rick Edelman
The impact of the 2008 financial crisis
The importance of a disciplined investment process
Understanding active share and investment strategies
Don't forget to like, subscribe, and hit the notification bell for more engaging discussions on finance and investing!
Mark shares his experiences at the prestigious Wharton School, his early days at Salomon Brothers during the high-stakes world of investment banking, and the lessons learned while working with industry legends like Ken Fisher and Rick Edelman.
Discover how Mark navigated the tumultuous waters of the 2008 financial crisis, the challenges of
Highlights:
Mark's background and education
Experiences at Salomon Brothers
Working with Ken Fisher and Rick Edelman
The impact of the 2008 financial crisis
The importance of a disciplined investment process
Understanding active share and investment strategies
Don't forget to like, subscribe, and hit the notification bell for more engaging discussions on finance and investing!
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