In a replay of our very first episode that you may have missed the first time around – Jeff speaks with Ron Cordes, a 30+ year veteran of the investment industry, co-founder and former CEO of AssetMark, and co-author of “The Art of Investing”. In 2006 Ron launched the Cordes Foundation – and has since focused on impact investing and social entrepreneurship.
Ron and Jeff discuss a wide range of topics including Ron’s early days developing and selling one of the first fee-based advisory platforms, the creation of his family foundation, and the aha moment that led to his second act in the Impact Investing space.
Thank you for listening throughout 2022 – we’ll be back with new episodes of A New Lens in 2023!