Send us a text Join hosts Jen and Kristen on The Wall Street Skinny for an insightful exploration of wealth management, as they sit down with Susan Moffat, co-founder of Curated Wealth Partners, who expertly unpacks the intriguing differences between independent Registered Investment Advisors (RIAs) and prestigious wirehouses like JP Morgan and UBS. Susan provides an exclusive behind-the-scenes look at the multifamily office model and private wealth management, sharing her personal journey an...