From philosophy to finance: Jay Smith’s unconventional path to becoming a top advisor
About this episode
Brenda interviews Jay Smith about his unique journey from academia to becoming a top financial advisor.
This week, Brenda speaks with Jay Smith, senior portfolio manager at CIBC Wood Gundy. Jay talks about his early career as an academic, how a PHD in philosophy prepared him for the world of finance, and how he talked his way into a job at Merrill Lynch in the 1970s. He also shares some lessons he’s learned over his five decades in the investment industry and how those experiences have shaped the investment strategy he uses today.
More episodes of Behind the Advice
- Why switching to advice-only was the best career move Lori Curtiss ever made
- What the loss of her family’s wealth during the Iranian revolution taught Tina Tehranchian about diversification
- Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning
- How Shiraz Ahmed went from cold-calling prospects to launching his own wealth management firm
- Why Lin Sok thinks more advisors should be working independently
- Coming soon: Season three of Behind the Advice
Explore listener stats, chart rankings, contacts and more on the Behind the Advice podcast page.