Lay of The Land
Jeffrey Stern
Podcast
Episodes
Listen, download, subscribe
#144: T.J. Gliha (Journey Wealth)
TJ Gliha, Co-Founder of Journey Wealth. Established in 2021, Journey Wealth is a full-service wealth planning firm that helps entrepreneurs explore the world of opportunities availed by their success, by addressing their needs and enabling them and their families to lead the lives they aspire to. From its humble beginnings with just 4 employees, Journey Wealth has grown as a self-governing Registered Investment Advisory firm to nearly 20 professionals, with the strategic acquisition of a significant equity stake in FSM Wealth, offering multi-family office services primarily to professional golfers. This was a really fun conversation for — as a long-time student of public market investing, TJ and I got to unpack the wealth management business and industry overall, the intersection of investing and entrepreneurship, the psychology and cognitive biases of investors, how to balance structure and growth, his formative past as portfolio manager and trader on the Chicago Mercantile Exchange floor, the evolution of Journey Wealth in service of helping entrepreneurs make the most of their time — all of our most valuable asset — leadership, and so much more. Outside of his professional endeavors, TJ also plays an active role in the community as a board member of the Make-A-Wish Foundation and Cleveland Clinic Children’s Council in addition to his role as Treasurer of the Avon Lake Football Club, stemming from his passion for football! ----- Lay of The Land is brought to you by Ninety. As a Lay of The Land listener, you can leverage a free trial with Ninety, the platform that helps teams build great companies and the only officially licensed software for EOS® — used by over 7,000 companies and 100,000 users! This episode is brought to you by Impact Architects. As we share the stories of entrepreneurs building incredible organizations throughout NEO, Impact Architects helps those leaders — many of whom we’ve heard from as guests on Lay of The Land — realize their visions and build great organizations. I believe in Impact Architects and the people behind it so much, that I have actually joined them personally in their mission to help leaders gain focus, align together, and thrive by doing what they love! As a listener, you can sit down for a free consultation with Impact Architects by visiting ia.layoftheland.fm! ----- Connect with TJ on LinkedIn — https://www.linkedin.com/in/t-j-gliha-aif%C2%AE-cepa-a4ba801/Learn more about Journey Wealth — https://www.journey-wealth.com/ ----- For more episodes of Lay of The Land, visit https://www.layoftheland.fm/ Past guests include Cleveland Mayor Justin Bibb, Steve Potash (OverDrive), Ed Largest (Westfield), Ray Leach (JumpStart), Lila Mills (Signal Cleveland), Pat Conway (Great Lakes Brewing), Lindsay Watson (Augment Therapy), and many more. Stay up to date on all our podcasts by signing up for Lay of The Land's weekly newsletter — sign up here. Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/ Follow Jeffrey Stern on Twitter @sternJefe — https://twitter.com/sternjefe Follow Lay of The Land on Twitter @podlayoftheland https://www.jeffreys.page/
Lay of The Land RSS Feed
