What is wealth management ? It’s anticipating market corrections

What is wealth management? It’s anticipating market corrections before they happen. Recent short interest data shows declines in major indices, likely pointing toward sustained bullish momentum in Q The widely respected investor made the comment during an interview with Josh Brown , co-founder and CEO of Ritholtz Wealth Management, that was published on Friday. Lynch got his start as an intern at Fidelity in the 1960s after having caddied for then–Fidelity president George Sullivan at a golf course in suburban Boston. Assets Under Management: $3.2 billion Accounts Under Management: 1,610 Years in Business: 35 What is wealth management? Orchestrating assets for both short-term and long-term goals. As corporate cash reserves hit record highs, buyback programs are boosting EPS metrics, supporting upward stock revaluations.