Bert Quattrociocchi, Ventum Financial: More Data, Same Discipline

In this episode of The ReleVant Minute by Ventum Financial, Debbie McGrath sits down with Bert Quattrociocchi, Senior Vice President, Managing Director of Discretionary Asset Management and Portfolio Strategy, and talks about a truth that's easy to agree with and hard to actually live by: more information rarely means better decisions. Bert has watched investing move from waiting weeks for a quarterly report to markets reacting in microseconds, and access to investing itself go from a privilege to something almost anyone can start with a mere $50. But access isn't discipline. Bert believes the investors who win long-term are the ones who can tune out the noise, stay consistent, and even know when to do nothing at all. A short, honest reminder that in an age of infinite information, the real edge is still psychology, patience, and knowing what actually deserves your attention. 00:00 Intro: meeting Bert Chalky, Ventum Financial 00:17 What still holds true from early in your career 00:31 Why reading is essential to investing 01:20 The future of finance: technology and AI 02:32 Advice for young investors — start early 03:21 The psychology and discipline of investing 03:53 Advice to his younger self 04:37 Challenges, resilience, and persistence 05:29 What makes an organization special 06:22 The values that matter most #Investing #FinancialAdvice #VentumFinancial