Cls's The Weighing Machine

In this episode, Rusty and Robyn talk with Jamie Susanin, portfolio manager at Brinker Capital Investments, LLC.At an early age, Jamie was already learning about the basics and even foundational skills in finance from her then-advisor grandfather. While Jamie was in sales, one of the (toughest) first clients she served was her grandfather.  There was pressure, but most of all there was a lot of mentoring and guidance.Currently, Jamie is part of the Tax Management Team at Orion- Brinker. Applying what she has learned from her mentor-grandfather, she helps clients keep unrealized gains invested within their portfolio through effective tax management.Jamie discusses with Rusty and Robyn the impact of investing in yourself, the importance of having a mentor, and the true value of tax management.Key Takeaways [01:16] - The rise of long-term interest rates. [01:56] - The current state of labor markets. [06:01] -  How Jamie Susanin started her journey into the world of finance. [08:05] - Who are Jamie’s key mentors?