Growing up in New Orleans, John Rotonti thought his family was wealthy. After all, he and his sisters went to an expensive private school and their family frequently vacationed in Europe and Hawaii. Soon after he started attending the University of Richmond, the façade of his family’s wealth started to crumble.
Currently a portfolio manager at Bastian Fiduciary and author of the investing newsletter “JRo’s Notes”, John shares:
- How he started to figure out his family had money problems
- The unique challenge of starting an MBA program in 2009
- His favorite heist movies
- The question about AI that investors should be asking
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Disclaimer: This video is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized recommendations and to ensure compliance with applicable tax laws and regulations.

