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Jason Steinmetz: Financial Advising and Seeking Rejection

Jason Steinmetz: Financial Advising and Seeking Rejection

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Summary

 In this episode, we sit down with Jason Steinmetz, Head of Business Development & Investor Relations at Bryant Street Capital Management, to discuss his career path and the lessons he’s picked up along the way. Jason started as a trader before transitioning into wealth management, where he leaned heavily into networking, cold calling, and putting himself in situations where rejection was part of the process. That approach led him to Merrill Lynch, where he spent 13 years as a Financial Advisor, building a book of business and advising highly successful individuals through long-term, trust-based relationships. Jason shares thoughtful reflections on rejection, failure, and persistence, as well as insights from working closely with high-net-worth individuals, including how they think, what they prioritize, and what truly matters beyond financial success. Now at Bryant Street Capital Management, Jason leads business development and investor relations, helping grow the platform and deepen investor relationships. This conversation offers practical perspective for anyone navigating uncertainty, building relationships, and staying consistent over the long term. This is one you do not want to miss!
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