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The Investors First Podcast

May 28, 2020

Our guest today is Ben Harrison, who will be named as the head of BNY Mellon’s Pershing registered investment advisor (RIA) custody business, succeeding Mark Tibergien, effective June 1, 2020.  He joined Pershing in 2006 and was promoted to lead business development for advisory marketplace solutions on the West Coast...


May 21, 2020

Our guest today is Danny Moses, who was the head trader at FrontPoint Partners under Steve Eisman during the housing crash in 2008 and was featured in Michael Lewis’ best-selling book “The Big Short: Inside the Doomsday Machine,” which was later turned into an Academy Award-winning movie.

Our local co-host is Jeff...


May 14, 2020

This episode features the CEO of Parametric, Brian Langstraat, CFA. Brian is responsible for Parametric’s firmwide strategy and organizational development. Since joining Parametric in 1990, Brian has held positions in portfolio management, product development, portfolio administration, marketing, and client service....


May 7, 2020

This is Part II of our episode with Barry Ritholtz. If you haven’t listened to Part I, hit pause and listen to that first.

This episode features Barry Ritholtz, co-founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management.  He is also the creator and host of the Masters in Business podcast/show on...