51 Min.

Dr. Naomi Win - Uncertainty Standard Deviations with Dr. Daniel Crosby

    • Geldanlage

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Naomi Win. Dr. Win is a psychologist and behavioral finance analyst with Orion. Her work draws on clinical practice and current research to bridge advisor expertise and client behavior in a working alliance.


Following the completion of a Master's degree in Psychoanalysis, in 2011, Naomi worked in a range of settings, including public education and private practice psychotherapy. Though the ecosystems differed, she found two common tensions, predictive of each individual's growth: the psychological scaffolds to cultivate a meaningful life, and adequate material security to support themselves in that process. She believes that by contending with what must change, and reconciling with what can not, we find: elevation via obstacles, the strength to face anxiety with purpose, tolerate ambiguity with perspective, and the self-trust required to succeed. Earning a doctorate allowed Naomi to bring her personal ethos into professional focus, a drive she brings to the behavioral finance force at Orion. Outside of that, Naomi can be found busy with motherhood, or engaged in community support of public education.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Naomi Win. Dr. Win is a psychologist and behavioral finance analyst with Orion. Her work draws on clinical practice and current research to bridge advisor expertise and client behavior in a working alliance.


Following the completion of a Master's degree in Psychoanalysis, in 2011, Naomi worked in a range of settings, including public education and private practice psychotherapy. Though the ecosystems differed, she found two common tensions, predictive of each individual's growth: the psychological scaffolds to cultivate a meaningful life, and adequate material security to support themselves in that process. She believes that by contending with what must change, and reconciling with what can not, we find: elevation via obstacles, the strength to face anxiety with purpose, tolerate ambiguity with perspective, and the self-trust required to succeed. Earning a doctorate allowed Naomi to bring her personal ethos into professional focus, a drive she brings to the behavioral finance force at Orion. Outside of that, Naomi can be found busy with motherhood, or engaged in community support of public education.

51 Min.