Trust & Timing: An Inside Look at Private Banking

Published on
March 7th, 2019
Duration
46 minutes

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15

Trust & Timing: An Inside Look at Private Banking

The Interview ·
Featuring Barbara Young

Published on: March 7th, 2019 • Duration: 46 minutes

Barbara Young emerged as a "Golden Girl" of the West Coast private banking world in the 1980's. In this unique interview, she tells Real Vision's Grant Williams how she overcame the challenges that she faced as a woman in a heavily male-dominated field. Young, now CEO of Cypress Wealth Advisors, also explains how her assessments of markets and managers drive her decisions about asset allocation. Filmed on January 31, 2019 at the TIGER 21 Conference in Boca Raton, Florida.

Comments

  • AA
    Alberto A.
    15 March 2019 @ 03:22
    1 0
    Great conversation! As usual Grant's style allows for the interviewer to feel relax and open to share their experiences. Having 2 young daughters I completely sympathized with Barbara and it was wonderful to hear her story. Thanks RV!
  • RA
    Robert A.
    13 March 2019 @ 17:28
    0 0
    Really enjoyed this one on so many levels. Having had to recently fire a money manager this one had some real insights for me. The dichotomy between advising the Wealth creators and the Wealth inheritors was especially insightful, IMO. Great interview Grant and perhaps more importantly, great Curation.
  • PS
    Peter S.
    12 March 2019 @ 04:55
    0 0
    Grant's shoes are so fire.
  • MB
    Matt B.
    7 March 2019 @ 13:06
    10 0
    Great conversation. Please push this to you tube. I bet you have a lot of subscribers that have daughters in college that could really learn from this accomplished woman.
    • IZ
      Ileana Z.
      9 March 2019 @ 17:00
      0 0
      I just forwarded this to my two young adult daughters who are finding their way in the tech/business world. It has always been hard for me to relate to their experiences as I didnt't really encounter these male/female barriers in medicine. Great interview.
  • SW
    Scott W.
    7 March 2019 @ 23:40
    7 3
    that was probably the best one yet.. maybe even better than Mr Deden's interview. absolutely wonderful. Thank you Grant, you're such an amazing interviewer..so down to earth, real. You guys have bridged a gap for me..really made me realize a lot of things about myself through your guests and the care taken to distribute information one can truly deem valuable..honestly changing my life over the span of time. from nothing to at least above water.. I wish I could thank each guest..you've no idea. thank you guys at RV as well, of course.. all of ya.. peace.
  • LP
    Lynn P.
    7 March 2019 @ 22:07
    0 0
    I'd be curious what she gleaned from her MA courses in Psychology. She seems to have been able to derive practical interpersonal knowledge from the academic course work.
  • my
    markettaker y.
    7 March 2019 @ 21:37
    2 0
    Quite a delightful little chat.
  • EL
    Elizabeth L.
    7 March 2019 @ 14:32
    14 1
    Thank you both. This was excellent. As a woman, in the business world in the 80's, I could truly relate.

Chapters

  1. 00:01:35
    An Unusual Start In The Banking World
  2. 00:04:02
    The Evolution Of West Coast Private Banking
  3. 00:08:07
    Private Banking Is All About Trust
  4. 00:10:29
    The San Francisco Real Estate Market
  5. 00:13:04
    Sexism In Banking
  6. 00:22:19
    Entrepreneurs Are Different
  7. 00:31:43
    Building A Wealth Management Franchise
  8. 00:34:41
    Picking Money Managers And Allocating Assets
  9. 00:39:35
    TIGER 21
  10. 00:42:40
    Advice To Women Starting Their Careers