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RIA Edge
May 21 - 24, 2023
The Diplomat Beach ResortHollywood, Florida

Jonathan Satovsky,
CEO and Chief Behavioral Coach at Satovsky Asset Management


Jonathan Satovsky CFP®, ChFC®, CIMA®, CPWA®, CDFA®, DACFP, is the CEO and Chief Behavioral Coach of Satovsky Asset Management—a New York City-based boutique wealth management firm. He is also an author, was a regular pundit on CNBC, and before starting his own RIA, was one of the youngest "Top 10" advisors at American Express Financial Advisors.

Agenda Sessions

  • Mindset Over Market