Jason Ray Uses Financial Advice to Drive Societal Change | The Deep Dive | S1 E7
In this episode of “The Deep Dive” podcast, Jay talks to Jason Ray, founder and CEO of Zenith Wealth Partners. Ray shares his inspiration for starting Zenith, a firm dedicated to tackling racial and gender-based wealth inequality by providing financial advice and generating wealth for underserved communities. He highlights Zenith’s unique approach of connecting institutional investors with local impact investments, and explores emerging trends in the financial advice industry, emphasizing technology’s disruptive potential.
Jason is the founder, president, and CIO of Zenith Wealth Partners, a 100% minority-owned firm in Philadelphia. Before founding Zenith in 2019, Jason gained experience at Carnegie Wealth Management and FS Investments. He earned his CFA Level II credential in 2019. Jason graduated from Princeton University, where he majored in political science and was an all-Ivy football player.
00:00 Introduction
00:46 Jason’s Background
5:07 The Needs of the Wealthy vs the Underserved
11:42 Mitigating Risk With Investment in Niche Communities
13:26 What Are People Not Watching?
Jason Ray Uses Financial Advice to Drive Societal Change | The Deep Dive | S1 E7
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