I’m the co-CEO of an $800 billion investment firm. Here’s why I need a financial adviser.

 

I’m the co-CEO of an $800 billion investment firm. Here’s why I need a financial adviser.

In June 1987, I received a dream phone call. “Hey, Dave, this is KC Jones and Red Auerbach,” the two Boston Celtics Hall of Famers said. “We just drafted you, and we’ll see you in camp next month.” It …

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