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Inside this episode my guest is Rhonda Potter whose position is Vice President- Banker at J.P. Morgan Private Bank. She helps wealthy families and select institutions define and reach financial success. Also, she specializes in endowment and foundation needs, multi-asset class portfolio construction, legacy planning, and customized individual solutions.
Our conversation is three investing mistakes the ultra wealthy don’t make. Enjoy and happy investing neighbors.
Chris Vermeulen is the Founder of URLYstart.com. Build an online business in 26 minutes. Info: https://www.thetechnicaltraders.com/urlystart/ Subscribe For Updates: https://www.drfrancesrichards.com Learn more about your ad choices. Visit megaphone.fm/adchoices
