#72 – Three Investing Mistakes the Ultra Wealthy Don’t Make w/ Rhonda Potter

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.