After nearly two decades in financial services — including nine years at Charles Schwab and a background in algorithmic and statistical-arbitrage trading — Emil Aldaddah left the enterprise world in 2024 to co-found Momentum Wealth Management, a boutique SEC-registered RIA serving family offices, trustees, and private foundations. On this episode, Emil and Raffi cover what disappears when you walk away from a major platform's security and compliance infrastructure, the unique threat profile of UHNW and family-office clients, advisor-impersonation wire fraud, and how the new SEC cybersecurity rules landed squarely on his launch timeline.
Emil AldaddahGuest
RaffiHost