Podcast Spotlight: Why the Smartest Families Invest Differently with Eric Knauss
What role do private investments play in building portfolios that are both growth-oriented and resilient?
In a recent episode of Brent Mekosh’s SMART MONEY. SIMPLIFIED. podcast, Proteus Chief Investment Officer Eric Knauss joined the conversation to share his insights, drawn from over four decades of experience at some of the world’s top financial institutions—including Merrill Lynch, Lazard, and T. Rowe Price.
Eric and Brent dive into key trends shaping the future of wealth management:
- Why private markets may provide both stability and opportunity
- How access to alternatives is expanding through platforms like Proteus
- The importance of aligning long-term wealth strategies with family goals
- Real-world considerations for RIAs bringing institutional-quality solutions to clients
This conversation underscores Proteus’s mission to make sophisticated private investment solutions more accessible to wealth advisors and their clients.
🎧 Listen now:
· Spotify