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Challenging The Titans of Asset Management | Masters in Business with Jason Wenk

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July 17, 2026

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Barry speaks with Jason Wenk, founder and CEO of Altruist, a modern custodian for independent financial advisors. They discuss how Jason started the company and his plans to change asset management. Jason also weighs in on the state of RIAs, and AI.

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Guests & Subjects Covered

Jason WenkEarly CareerBuilding AltruistUnderstanding RIA CompetitionBarry's Lightening Round QuestionsApple Spotify Anywhere FollowX SubscribePower Bloomberg Businessweek Listen

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Challenging The Titans of Asset Management | Masters in Business with Jason Wenk · Bloomberg Podcasts · Sentinel