Work Ethic

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:

Timestamps: 

00:00 - What 5 Wealth Leaders Really Think About AI

01:11 - AI is Inventing Hours (Adam Katz)

04:06 - Starting an AI-Native Wealth Firm (Kelly Coffey)

08:10 - AI for Institutional Due Diligence (Gary Hirschberg)

10:34 - Cutting the Cord on Old Tech (Ron Albahary)

14:22 - “I Was a Skeptic.” (Tripp Friedler)

17:36 - Will AI Destroy Jobs?

19:26 - The Big Takeaway

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

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When to Break Away and Build Your Own Firm | Gary Hirschberg (Aaron Wealth)

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Wealth is More Complex Than You Think | Cameron Dawson (NewEdge)

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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.

CEO of $5 Trillion Firm on the Future of Investing | Yie-Hsin Hung (State Street IM)

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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. 

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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.

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.

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.

Adam Katz (Corient): Leader at $200 Billion Firm Reveals how to Create a Long-term Mindset

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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.