Ep. 8: Henry Yoshida – CEO of Rocket Dollar
Finance
•
1h 4m
Henry Yoshida is the co-founder and CEO of Rocket Dollar, a fintech platform that enables individuals to invest their retirement savings in alternative assets like real estate, startups, and cryptocurrencies through self-directed IRAs and Solo 401(k)s. Prior to Rocket Dollar, he founded Honest Dollar, a retirement-focused robo-advisor acquired by Goldman Sachs in 2016. He also founded MY Group LLC, a registered investment advisory firm with $2.6 billion in assets under management, which was later acquired by Captrust. Earlier in his career, Henry spent a decade at Merrill Lynch. He holds a B.A. from the University of Texas at Austin and dual MBAs from Cornell University and Queen’s University in Canada. Henry is based in Austin, Texas, where he lives with his wife and two daughters, and remains passionate about expanding access to smart, flexible retirement investing. In this conversation, Henry and Tarek share personal reflections on growing up as children of immigrants - and how those early experiences shaped their paths toward entrepreneurship.
Up Next in Finance
-
Ep. 9: Ed Blight – CFO of the London ...
Ed Blight serves as the Chief Financial Officer of the London Bullion Market Association (LBMA), the global authority on precious metals standards and over-the-counter (OTC) trading. With a background that spans three decades of military service in the British Army, Ed brings a unique combination...
-
Ep. 12: Amaryllis Gryllaki – Commodit...
Amaryllis Gryllaki is the Commodity Sales Director at Wells Fargo, based in Houston. Originating from Greece, she earned a bachelor’s degree from the University of Illinois and her master’s from City University London. She later advanced to VP roles at TD Bank and led commodity sales at Scotiaban...
-
Ep. 14: Britt Harris – Texas Investin...
Britt Harris is one of the most influential investors of our time, formerly serving as President & CEO of UTIMCO, where he oversaw more than $70 billion in assets for the University of Texas and Texas A&M systems. He currently is the CEO & Founder of On Eagles Wings Advisors (www.oewadvisors.com)...
