From Medical School to Wall Street: How Great Investment Bankers Think Beyond the Deal

What separates transactional bankers from truly trusted advisors?

In this episode, Philip Ross, Vice Chairman at Jefferies shares his unconventional journey from medical school to Wall Street, and the principles that have shaped his 28+ year career.

Philip explains why the best bankers think in 10-year relationship arcs, stay relentlessly client-centric, and hold themselves to exceptionally high standards, even when no deal is on the table.

He also breaks down how VPs and Directors can move beyond execution to become strategic partners clients trust.

A masterclass in leadership, origination, and long-term thinking from one of the industry’s most respected voices.