Work Ethic
Adam Katz (Corient): Leader at $200 Billion Firm Reveals how to Create a Long-term Mindset
Today, we're going in depth with Adam Katz, partner and head of the founder and entrepreneur group at Corient. Adam has more than 25 years of experience in ultra-high-net-worth wealth management, and working with founders and entrepreneurs.
In this episode you’ll learn:
- How Adam’s journey as a founder and entrepreneur informs his work with other founders today
- The mindset shifts that can determine founder success
- What arm wrestling and wealth management have in common
Timestamps:
00:00 - Introduction
01:18 - How the special skills section of Adam’s resume, including competitive arm wrestling, became an interview tool
03:40 - Adam’s journey into wealth management, getting his first job at Merrill Lynch
09:12 - How Adam defines critical thinking
13:04 - How frustration led Adam to “jump off the ladder,” become an advisor, and then start his own company
22:23 - How Adam’s experience starting a company helps him work with founders
24:09 - How to have a winning founder psychology: Adam’s concept of lily pads and having a long-term mindset
28:46 - AI and wealth-tech innovations
31:53 - Work Ethic Rapid Fire Questions
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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)
Find out more about Adam and Corient (https://corient.com/us/en/who-we-serve/entrepreneurs-and-founders)
Connect with Adam on LinkedIn (https://www.linkedin.com/in/adam-katz-721b639/)
