Work Ethic
Work Ethic is an interview series featuring candid, in-depth conversations with leaders shaping the future of wealth. Guests share their success strategies, personal stories, leadership lessons, and the hard decisions that shaped their paths. Host Doug Scott, CEO and Co-founder of Ethic, takes an inside look at what it really takes to build and lead in today's wealth management industry.
Episodes
How to Build Success That Compounds | David Wolf (Sequoia Financial Group)
Today, we're going in depth with David Wolf. David is the CEO of BSW Wealth Partners, a $2 billion multifamily office and wealth advisory firm based in Colorado. BSW is now part of Sequoia Financial Group, a $35 billion wealth management firm with over 30 offices nationwide.In this episode you’ll learn:Why small, consistent wins can compound into extraordinary long-term results in investi
Tech Legend Mitch Kapor: From 1980s Hypergrowth to Coding Again with AI
Today, we're going in depth with Mitch Kapor. Mitch was the founder and CEO of Lotus Development Corporation, a company that shaped the personal computing revolution, including with Lotus 1-2-3. Mitch was named to Forbes' 2026 list as one of America's 250 greatest innovators. Along with his wife, Freada, he has spent decades investing in the next generation of innovators and entrepreneurs
Investing for the Next 40 Years | Jim Dunn (Verger Capital)
Today, we're going in depth with Jim Dunn. Jim is the CEO and co-founder of Verger Capital, an OCIO focused on serving endowments and foundations.In this episode you’ll learn:Why endowments require a different investment mindset.Why overcoming failure can be one of the most valuable qualifications in a candidate.The benefits of building a high-touch business and how trust compounds over t
The Overnight Success That Took 10 Years | Ian Fuller (Westfuller)
Today, we're going in depth with Ian Fuller. Ian is the co-founder and CEO of Westfuller, an independent wealth management firm that manages and advises on over $3 billion for institutions and families that are seeking to align their capital with their mission. In this episode you’ll learn:How to build a mission-aligned wealth management firm.The secret to great partnerships.How to attrac
Building Wealth Future Generations Are Proud Of | Morgan Simon (Candide Group)
Today, we're going in depth with Morgan Simon. Morgan has over two decades of experience in investing to achieve values-alignment and systemic change. She is a founding partner of Candide Group, an impact investing advisory firm that serves families, foundations, and other institutions.In this episode you’ll learn:How investing can be used as a tool for systemic change.How to build teams
Why Investors Want One Trusted Voice | Michael Outlaw (Rockefeller Global Family Office)
Today, we're going in depth with Michael Outlaw. Michael serves as the president of Rockefeller Global Family Office, guiding one of the industry's most iconic names into the future.In this episode you’ll learn:Why trust is becoming the most valuable currency in wealth management, and why clients increasingly want one voice they can rely onHow to recruit and build elite teamsHow technolog
How Do You Modernize a 100-Year-Old Firm? | John M. Dowd (Fiduciary Trust)
Today, we're going in depth with John Dowd. John is the chairman and former CEO of Fiduciary Trust International, a global wealth management firm with over $113 billion in assets under management and administration.Have you ever wondered how to lead a traditional organization through disruption without losing its humanity or its principles? This episode is for you.In this episode you’ll l
Unfiltered Career Advice from Top Investment Leaders
As Season 1 of Work Ethic wraps, we’re closing with a special bonus episode built around one question we asked guests throughout the season: What advice would they give to people aspiring to build successful careers like theirs? These are the leaders shaping the future of wealth so there's no one better to answer that question.In this mini-episode you’ll hear from:Yie-Hsin Hung - Presiden
Why the Best Leaders Slow the Game Down | Tripp Friedler (Free Gulliver)
Today, we're going in depth with Tripp Friedler, co-founder and managing partner of Free Gulliver, a multifamily office based in New Orleans. He's also the author of two books. His latest, The Tunnel, is about losing his son Henry to Mental Illness.In this episode you’ll learn:How to find resilience after profound lossHow optimism can be entrepreneurial traitHow to incorporate counseling
AI and the Future of Wealth
How is AI specifically impacting the wealth and investing industry? Today's episode pulls together insights from recent guests on how AI is shaping the future.In this episode you’ll hear from:Adam Katz - Partner and Head of Founder and Entrepreneur Group at CorientKelly Coffey - Co-founder of Verita Strategic Wealth PartnersGary Hirschberg - CEO of Aaron WealthRon Albahary - CIO of LNWTri
Leadership Is Earned, Not Anointed | Michel Del Buono (a16z Perennial)
Today, we're going in depth with Michel Del Buono. Michel is the chief investment officer of a16z Perennial. With a career spent leading investment strategy, he brings global knowledge and innovative thinking to help make sense of complex markets.In this episode you’ll learn:Why you don’t need to over-engineer your careerHow wealth is a much more complicated optimization problemWhy it’s i
Why Purpose Matters in Investing | Matthew Weatherley-White (Sorenson Impact Advisory)
Today, we're going in depth with Matthew Weatherley-White, partner at Sorensen Impact Advisory. Matthew has spent three decades at the intersection of finance and impact, helping families and institutions align their capital with their mission.In this episode you’ll learn:Why you should challenge the default playbookHow independent thinking is a competitive advantageWhy sometimes you hire
Turning Setbacks Into Your Biggest Edge | Steven Tenney (Grandview & Co)
Today, we’re going in-depth with Steve Tenney. After a 30-year career as a leader in wealth management, including as Founder and CEO at $700MM RIA Great Diamond Partners, Steve launched Grandview & Co to be the coach to RIAs that he wished he had. In this episode you’ll learn:How relentless effort and persistence can open doors that strategy alone cannot, especially when starting out
When to Break Away and Build Your Own Firm | Gary Hirschberg (Aaron Wealth)
Today, we go in-depth with Gary Hirschberg, Founder and CEO of Aaron Wealth Advisors. He helps ultra high net worth families navigate the complex business of managing their wealth, always guided by the values and perspectives shaped by his roots.In this episode you’ll learn:Why simplicity wins in a complex industryWhy you shouldn’t wait too long to take the leap and go independentGreat wo
Wealth is More Complex Than You Think | Cameron Dawson (NewEdge)
Today, we go in-depth with Cameron Dawson, Chief Investment Officer at NewEdge Wealth. She's known for insightful and distinctive financial commentary, which you may have seen on Bloomberg, CNBC, or other media outlets.In this episode you’ll learn:Volatility is feature, not a bugThe biggest investor mistake is emotional timingHard work alone isn’t enough–you need to find the right river t
How a Chief Investment Officer Reimagines Risk | Ron Albahary (LNW)
Today, we go in-depth with Ron Albahary, Chief Investment Officer at LNW where he determines overall investment strategy.In this episode you’ll learn:That great investors understand humans, not just marketsThat risk is psychological, not just mathematicalHow vulnerability is a leadership advantageWhy innovation = solving problems, not launching productsTimestamps:00:00 - Introduction01:17
CEO of $5 Trillion Firm on the Future of Investing | Yie-Hsin Hung (State Street IM)
Today, we go in-depth with Yie-Hsin Hung, President and CEO of State Street Investment Management, one of the world’s largest asset managers.In this episode you’ll learn:How Yie-Hsin built a strong non-linear career by making thoughtful pivots toward opportunity and skill-buildingHow she’s navigating rapidly evolving markets, AI, and shifting investor expectationsWhy great leadership toda
How a CEO Defines Work Ethic | Doug Scott (Ethic)
Doug Scott is the co-founder and CEO of Ethic and the host of Work Ethic. In this special bonus episode, Doug trades places to answer the same rapid-fire questions he asks every guest.Timestamps:00:00 - Introduction01:04 - What Does Work Ethic Mean to You?02:52 - What Do People Get Wrong About Work Ethic?03:50 - What Advice Do You Have for Aspiring Leaders in Wealth Management? —Just a he
The Grit Behind a $16 Billion Multi-Family Office | Greg Brown (Caprock)
Today, we're going in depth with Greg Brown, the Co-CEO of Caprock, an independent multi-family office serving ultra–high-net-worth families. Before leading Caprock, he built a career as an entrepreneur and investor — experience that now shapes his approach.In this episode you’ll learn:How Greg and his team built Caprock from the ground up, bootstrapping without outside capital and taking
The Career Advice That Might Get You Fired | CEO at $2 Billion Firm Jon Foster (Angeles Wealth)
Today we're going in depth with Jonathan Foster. Jon is the president and CEO of Angeles Wealth Management. He's had a long career in wealth and an interesting family legacy, and as a result, has great stories to tell.In this episode you’ll learn:The importance of avoiding shortcuts and when to say no to your bossHow Jon thinks about recruiting talent and betting on peopleThe key lessons
Kelly Coffey (Verita Strategic Wealth Partners): The Secret to Building a Firm’s Legacy from former CEO at City National Bank
Today, we're going in depth with Kelly Coffey, the co-founder and executive chairman of Verita Strategic Wealth Partners. Kelly has spent the past three decades leading at the highest levels of finance, including CEO of City National Bank and CEO of J.P Morgan's U.S. Private Bank.In this episode you’ll learn:How Kelly expanded the legacy of City National Bank as a trusted partner to the e
Adam Katz (Corient): Leader at $200 Billion Firm Reveals how to Create a Long-term Mindset
Today, we're going in depth with Adam Katz, partner and head of the founder and entrepreneur group at Corient. Adam has more than 25 years of experience in ultra-high-net-worth wealth management, and working with founders and entrepreneurs.In this episode you’ll learn:How Adam’s journey as a founder and entrepreneur informs his work with other founders todayThe mindset shifts that can det
Introducing: Work Ethic hosted by Doug Scott
Welcome to Work Ethic, a new interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success — from scaling billion-dollar startups to future-proofing century-old firms — but also the personal stories, leadership lessons, and pivotal decisions that defined their journeys.In just under a deca
Recommended
Fantasy Flex
زن بودن
Medicine with Meaning
Yours Truly Johnny Dollar Collection
Take Back Your Health®
CBS Radio Mystery Theater | Old Time Radio
Solved Murders - True Crime Stories
紐約鳥｜New York Aperture
The Swerve Podcast: Obscure Topics | Conspiracy Theories
The Bread and Banter Podcast
The Church of What's Happening Now: The New Testament
Busted Open
