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Rosie Rios on Intergenerational Wealth Transfer

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Rosie Rois, the 43rd Treasurer of the United States, joins Matt Ackermann to discuss opportunities presented to financial advisors by the new generation of investors, how advisors can utilize social media to unlock the younger generation as well as her new reality TV show, Unicorn Hunters.

Rosie Rios is the CEO of Red River Associates, an investment management consulting firm and a co-host of Unicorn Hunters, a reality series focused on pre-IPO investments. She served as the 43rd Treasurer of the United States and was the CEO of the Bureau of Engraving and Printing and the U.S. Mint, including Fort Knox with oversight over 4,000 employees and a $5 billion budget. She also initiated and led the efforts to place a portrait of a woman on U.S. currency for the first time in over a century. Following her tenure, she was appointed as a Visiting Scholar at the Radcliffe Institute for Advanced Study at Harvard University with a focus on millennials and post-millennials.