Tuesday, September 26, 2017

Top Wealth Manager Terry Cook Wants To Find The Meaning Behind The Money

For Terry Cook, founder of the Cascade Group at UBS, the amount of money he oversees is pretty important. So is the minimum size account necessary to open an account with his group, and the net worth of his typical client. But more important than numbers, Cook says, is the meaning behind the money.

from Forbes Real Time https://www.forbes.com/sites/maggiemcgrath/2017/09/26/top-wealth-manager-terry-cook-wants-to-find-the-meaning-behind-the-money/
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