This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. In Episode 10 of our Onward series, we’re pleased to welcome Steve Zuckerman, a seasoned entrepreneur, former attorney and investment banker, for a compelling conversation with Ghislain Gouraige, CEPA®, Parter at NewEdge Wealth.
Steve’s professional journey from corporate law to investment banking to building and exiting multiple ventures offers a rare blend of strategic insight and real-world experience. In this episode, he reflects on the early life experiences that shaped his entrepreneurial mindset, the cross-disciplinary lessons gained from practicing law and structuring complex deals in banking and what it truly takes to build an institutional-grade business that commands investor interest and premium valuations.
Whether you’re growing, preparing for an exit or advising others, this conversation delivers clear, actionable insights from someone who’s successfully navigated every phase of the entrepreneurial journey.
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