Episode 143: Digital Asset Wealth Management

Digital Asset Wealth Management – The RIA Podcast with Seth Greene Episode 143 David Doss With 15+ years in marketing, growth, and investment, David Doss has led teams and managed budgets over seven figures in tech, media, finance, and alternative assets. He holds a summa cum laude BA from UC Berkeley, an MA as a Fulbright Scholar, and an MBA in strategy and innovation. His expertise spans non-profits, startups, and corporate giants like Saks 5th Avenue and Citi. With six-plus years in blockchain, he chairs CKC.Studio (blockchain growth studio) and manages CKC.Fund(digital asset fund advisor). David also serves on ChainBLX's board, fostering Davos-centric corporate events and development, as well as Cayman-based alternative asset funds including social impact projects. His mission: use tech and innovation for global change via CKC's web3 and digital asset infrastructure support. Listen to this insightful RIA episode with David Doss about digital asset wealth management. Here is what to expect on this week’s show: - How analyzing and responding to changing market trends and economic conditions in the digital asset space is a continual process that requires dedication. - How the digital asset space is characterized by rapid development, making it challenging to stay updated - Why it’s important to diversify and avoid assets that exhibit high correlation with each other. - How digital assets like Bitcoin have shown low correlation with traditional asset classes. - How risk management strategies include active management, reblanancing, and adapting to market conditions. Connect with David: Links Mentioned: ckc.fund Twitter @ckcfund LinkedIn linkedin.com/in/davidambrosedoss linkedin.com/company/ckc-fund