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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.\xa0 Prior to forming MJB Asset Management, Richard was a Vice President at Chase Manhattan Bank\u2019s 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.\xa0\xa0 Previously, Richard practiced law in New York City.
Richard has appeared on CBS MoneyWatch\u2019s Ask the Experts, CNN\u2019s Business Day and WABC-TV's Eyewitness News, and has been quoted frequently in business publications, including TheWall Street Journal, Barron\u2019s,Business Week,Investor\u2019s Business Daily,Bottom Line Personal, Financial Planning magazine, Crain\u2019s New York and Crain\u2019sInvestmentNews.\xa0 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.