In this episode of Beyond the Balance, Mike Manganillo sits down with Tim Whitney, founder and CEO of TradeWinds to explore what it really takes to bet everything on independence.
Tim shares his path from junior advisor working under his father and mentor to founder of his own firm, the slow burn of frustrations that led him to leave a major wirehouse, the risk he and his wife Kate took on together, and the “build the plane as you’re flying it” mentality that got TradeWinds off the ground.
They discuss what he learned watching two very different leadership styles collide, the humbling process of putting a real team structure behind a growing business, and why he believes wealth has nothing to do with looking successful.
