Category Archives: Wealth Management

Vicki Zhou & Herbert Moore_The Wise Banyans_Episode-36

The ‘startup’ Wise Banyan has received quite a few accolades from industry experts and the media this past year.  All of it well deserving.  The company’s co-founders Vicki Zhou and Herbert Moore are the quintessential fintech founders.  Both are young, urban, bright,  and idealistic entrepreneurs striving to put a dent into the wealth management space.  And they are both a lot of fun to interview.

A little fun fact:  I recommended Herbert name his boat “Moore’s Flaw”.  This will make a hell of a lot more sense once you listen to the podcast.  Enjoy.