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How a Financial Advisor Uses Technology

  • Broadcast in Technology
Jim Blue

Jim Blue


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Today's guest is Richard Bregman, the founder and Chief Executive Officer of MJB Asset Management LLC, an independent SEC-registered investment advisory firm.  Prior to forming MJB Asset Management, Richard was a Vice President at Chase Manhattan Bank’s Global Asset Management & Private Banking division, where he managed investment portfolios for Private Banking clients and was responsible for analyzing and recommending the mutual funds and asset allocation models used in Private Banking client portfolios. Richard is a Chartered Financial Analyst and a member of the New York Society of Security Analysts.   Previously, Richard practiced law in New York City.

Richard has appeared on CBS MoneyWatch’s Ask the Experts, CNN’s Business Day and WABC-TV's Eyewitness News, and has been quoted frequently in business publications, including The Wall Street Journal, Barron’s, Business Week, Investor’s Business Daily, Bottom Line Personal, Financial Planning magazine, Crain’s New York and Crain’s InvestmentNews.  Richard also has been the subject of featured articles in Morningstar Advisor and The Wall Street Transcript.

Join Jim and Richard in a discussion on how the new technology has changed how he services his clients.