Monetizing Intuition and Empowering Clients with Bruce Lee, Founder of Keebeck Wealth Management
The Active Advisor Podcast (Episode 16)
In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Bruce Lee, Founder and CEO of Keebeck Wealth Management, a boutique, independent advisory firm.
Join us as we discuss the following topics:
- Monetizing intuition and how it plays into volatility
- The concept of investment vertebrae in diversification
- Advice for advisors considering going independent
- Lessons learned through going independent
Bruce is the Founder of Keebeck Wealth Management, and the source of its namesake. Keebeck, Bruce’s given name by his first-generation US immigrant parents, means “to ascend.” As a Wealth Advisor, Bruce draws on his extensive knowledge of multi-generational wealth creators to determine the role an advisor can serve in a client relationship. With 33 years of investment experience alongside some of the world’s largest financial institutions, Bruce leads Keebeck Wealth Management with a vision of empowering clients through a transition of being the CEO of their company to becoming CEO of their capital. Bruce has further been named among the top financial advisors by both Barron’s and the Financial Times.
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