Trust & Timing: An Inside Look at Private Banking

The Essential Conversation ·
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.