goRIA with Jeff & Chuck

Tuck in and go RIA

Episode Summary

This week Jeff and Chuck are joined by Brad Genser, co-founder and CTO of Farther Finance. Continuing down the path of their three part series, Jeff and Chuck talk with Brad about Farther's "tuck-in" strategy of going RIA.

Episode Notes

This week Jeff and Chuck are joined by Brad Genser, co-founder and CTO of Farther Finance.  Continuing down the path of their three part series, Jeff and Chuck talk with Brad about Farther's "tuck-in" strategy of going RIA. 

Guest Bio: 

Brad Genser is co-founder and CTO of Farther Finance. Brad sets Farther's vision for using technology to deliver an elite wealth experience for clients. Prior to founding Farther, Brad worked at Goldman Sachs in New York – where he founded and led an AI team dedicated to Private Wealth, and was an advisor on a team that managed over $1 billion in assets for clients.

Brad received both an SM in Mechanical Engineering and an MBA from MIT. A graduate of the United States Military Academy at West Point, he is a two-time Iraq war combat veteran who was awarded two bronze stars.