Work Ethic

Ethic
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Work Ethic is an interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success, but the personal stories, leadership lessons, and hard decisions that shaped their paths. Join our host, Ethic CEO and Co-founder Doug Scott, and take an inside look at what it really takes to build and lead in today’s wealth management industry.

Episodes

  1. How a CEO Defines Work Ethic | Doug Scott (Ethic)

    13 HR AGO

    How a CEO Defines Work Ethic | Doug Scott (Ethic)

    Doug Scott is the co-founder and CEO of Ethic and the host of Work Ethic. In this special bonus episode, Doug trades places to answer the same rapid-fire questions he asks every guest. Timestamps: 00:00 - Introduction 01:04 - What Does Work Ethic Mean to You? 02:52 - What Do People Get Wrong About Work Ethic? 03:50 - What Advice Do You Have for Aspiring Leaders in Wealth Management? — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Connect with Doug on LinkedIn (https://www.linkedin.com/in/dwascott/)

    5 min
  2. The Grit Behind a $16 Billion Multi-Family Office | Greg Brown (Caprock)

    26 MAR

    The Grit Behind a $16 Billion Multi-Family Office | Greg Brown (Caprock)

    Today, we're going in depth with Greg Brown, the Co-CEO of Caprock, an independent multi-family office serving ultra–high-net-worth families. Before leading Caprock, he built a career as an entrepreneur and investor — experience that now shapes his approach. In this episode you’ll learn: How Greg and his team built Caprock from the ground up, bootstrapping without outside capital and taking seven years to reach their first $1BHow the lessons he previously learned from tech entrepreneurship helped him think about serving ultra–high-net-worth familiesHow a CEO thinks about recruiting, techstacks, A.I., and the dealing with pace of change Timestamps:  00:00 - Introduction 01:14 - Fun special skills and playing in a cover band 03:13 - Greg’s early days as a tech entrepreneur—the lessons he learned and how being “unhirable” led to entrepreneurship 05:10 - Moving into the wealth space and starting Caprock 08:02 - The early years of Caprock—bootstrapping to the first $1B 16:05 - What Greg looks for when recruiting talent 19:04 - Leadership philosophies and why there are nights he does dishes at his own firm 20:53 - Changes and innovations in the wealth space that Greg is paying attention to 28:45 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Find out more about Greg and Caprock (https://caprock.com/about/our-team/gregory-brown/) Connect with Greg on LinkedIn (https://www.linkedin.com/in/gregorybrown/)

    34 min
  3. The Career Advice That Might Get You Fired | CEO at $2 Billion Firm Jon Foster (Angeles Wealth)

    19 MAR

    The Career Advice That Might Get You Fired | CEO at $2 Billion Firm Jon Foster (Angeles Wealth)

    Today we're going in depth with Jonathan Foster. Jon is the president and CEO of Angeles Wealth Management. He's had a long career in wealth and an interesting family legacy, and as a result, has great stories to tell. In this episode you’ll learn: The importance of avoiding shortcuts and when to say no to your bossHow Jon thinks about recruiting talent and betting on peopleThe key lessons he took from a long career in wealth and applied when starting his own firm Timestamps:  00:00 - Introduction 01:16 - How playing squash led to Jon’s first job 04:40 - What he tells kids who are sent to talk with him about a career on Wall Street  05:53 - Why it’s important to avoid shortcuts and when to say no to your boss 08:00 - Leaving Wall Street and starting his first advisory business + the one rule he knew he needed to follow 10:15 - What Jon thinks about when recruiting and accumulating talent 15:17 - Key lessons learned through his journey from starting his first business to Angeles Wealth today 26:17 - Why Jon thinks betting on people is important 28:19 - How his own family legacy impacts Jon’s view of the world, and how he applies that to clients 28:45 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Find out more about Jon and Angeles Wealth (https://www.angelesinvestments.com/our-team-private-wealth/jonathan-r-foster Connect with Jon on LinkedIn (https://www.linkedin.com/in/jonathanrfoster)

    36 min
  4. Kelly Coffey (Verita Strategic Wealth Partners): The Secret to Building a Firm’s Legacy from former CEO at City National Bank

    12 MAR

    Kelly Coffey (Verita Strategic Wealth Partners): The Secret to Building a Firm’s Legacy from former CEO at City National Bank

    Today, we're going in depth with Kelly Coffey, the co-founder and executive chairman of Verita Strategic Wealth Partners. Kelly has spent the past three decades leading at the highest levels of finance, including CEO of City National Bank and CEO of J.P Morgan's U.S. Private Bank. In this episode you’ll learn: How Kelly expanded the legacy of City National Bank as a trusted partner to the entertainment, sports, and creative industriesWhat she looks for when she’s hiring new talentHow Kelly thinks about legacy, A.I, and technology when building a new firm from scratch Timestamps:  00:00 - Introduction 01:28 - Fun special skills, including one that Kelly and Doug share 04:33 - Kelly’s journey into wealth management, from studying international affairs to doing M&A in Latin America 06:46 - Working for J.P. Morgan – from being only one of two women in Argentina to running J.P Morgan's U.S. Private Bank 13:14 - Becoming the CEO of City National Bank and strategies around serving the entertainment world 16:25 - Launching Verita Strategic Wealth Partners and how to think about legacy from the beginning 19:00 - How she thinks about hiring, culture, and leadership 23:02 - Considering A.I. and technology when building a new firm from scratch 28:10 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Find out more about Kelly and Verita (https://www.veritawealth.com/#kelly) Connect with Kelly on LinkedIn (https://www.linkedin.com/in/kelly-coffey/)

    31 min
  5. Adam Katz (Corient): Leader at $200 Billion Firm Reveals how to Create a Long-term Mindset

    5 MAR

    Adam Katz (Corient): Leader at $200 Billion Firm Reveals how to Create a Long-term Mindset

    Today, we're going in depth with Adam Katz, partner and head of the founder and entrepreneur group at Corient. Adam has more than 25 years of experience in ultra-high-net-worth wealth management, and working with founders and entrepreneurs. In this episode you’ll learn: How Adam’s journey as a founder and entrepreneur informs his work with other founders todayThe mindset shifts that can determine founder successWhat arm wrestling and wealth management have in common Timestamps:  00:00 - Introduction 01:18 - How the special skills section of Adam’s resume, including competitive arm wrestling, became an interview tool 03:40 - Adam’s journey into wealth management, getting his first job at Merrill Lynch 09:12 - How Adam defines critical thinking 13:04 - How frustration led Adam to “jump off the ladder,” become an advisor, and then start his own company 22:23 - How Adam’s experience starting a company helps him work with founders 24:09 - How to have a winning founder psychology: Adam’s concept of lily pads and having a long-term mindset 28:46 - AI and wealth-tech innovations 31:53 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Find out more about Adam and Corient (https://corient.com/us/en/who-we-serve/entrepreneurs-and-founders) Connect with Adam on LinkedIn (https://www.linkedin.com/in/adam-katz-721b639/)

    39 min

  6. 19 FEB

    Introducing: Work Ethic hosted by Doug Scott

    Welcome to Work Ethic, a new interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success — from scaling billion-dollar startups to future-proofing century-old firms — but also the personal stories, leadership lessons, and pivotal decisions that defined their journeys. In just under a decade, the industry has doubled in size to be worth more than $145 Trillion, all while a Great Wealth Transfer looms and new technology promises to disrupt the traditional landscape. Even established leaders have been forced to pivot and evolve, and for the first time, they’re publicly sharing those strategies. Join host and Ethic CEO and Co-founder Doug Scott for an inside look at what it truly takes to build and lead in today’s wealth management industry. New episodes every Thursday. Subscribe to make sure you never miss an episode. Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work

    2 min

Trailer

About

Work Ethic is an interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success, but the personal stories, leadership lessons, and hard decisions that shaped their paths. Join our host, Ethic CEO and Co-founder Doug Scott, and take an inside look at what it really takes to build and lead in today’s wealth management industry.

Information

  • Creator
    Ethic
  • Years Active
    2k
  • Episodes
    6
  • Rating
    Clean
  • Copyright
    © 2026 Ethic Inc.
  • Show Website
    Work Ethic

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