(Patti Baum)
The scene: Alex. Brown. Annapolis, Maryland. 1985. In time-honored manner, rookie brokers are doggedly cold calling and talking up stock ideas. Not 28-year-old rookie Patti Baum. This industrious newbie is busy building relationships.
To say that her strategy worked would be an understatement. Today, the senior portfolio manager at RBC Wealth Management oversees $1.3 billion in assets of 390 high-net-worth and ultra-high net worth clients, while boasting an ever-growing cluster of top-advisor awards from Barron's, Forbes and The Financial Times.
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Jane Wollman Rusoff
Jane Wollman Rusoff is a ThinkAdvisor contributing editor specializing in interviews with thought leaders. She has written for ThinkAdvisor since its inception and was a contributing editor to Research magazine, a predecessor to ThinkAdvisor, starting in 1992.
Jane has received two AZBEE Awards from the American Society of Business Publication Editors. She has contributed articles to The New York Times, The Washington Post, the Los Angeles Times and Esquire, among numerous other publications.
Jane has written or co-authored five books, including three written with “Tonight” show creator Steve Allen. Jane was a staff editor with London Express Features and Billboard’s Merchandising Magazine. She has interviewed and profiled thousands of entertainment personalities, including Ray Charles, George Clooney, Angelina Jolie and Meryl Streep.
Jane is the founder of www.FamilyStarProductions.com.
