Billion Dollar Backstory
Trailer
Bonus
Episode 80
Season 1
80: From Multi-Billion Ziff Brothers to $150B Research Affiliates Partner to Wealth Management Founder. Meet Jonathan Treussard, Founder of Treussard Capital
At 17, Jonathan Treussard hopped on a one-way flight from Paris to LA with dreams of being a musician.
He didn’t wind up playing jazz professionally, but he did end up managing billions for some of the world’s wealthiest families.
Listen in as Jonathan and Stacy discuss his big pivot from music to finance, plus:
- The lessons he learned navigating the Great Financial Crisis at Ziff Brothers Investments
- His perspective on balancing risk, regret, and resilience in wealth management
- The gap he saw in traditional wealth management that led him to start his own firm, Treussard Capital
- How he uses storytelling to break down complex financial concepts for his clients
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