The Last Trade E051: From Charles Schwab to Bitcoin with Rich Kerr
Rich Kerr, a 31-year Charles Schwab veteran, joins The Last Trade for the first time to share his Bitcoin journey and why he has dedicated his next chapter to bridging traditional wealth management and Bitcoin. Rich recounts his 2017 Bitcoin epiphany during deep work with RIAs at Schwab, explains the friction retail buyers face when trying to access Bitcoin properly, and walks through why the ETF era is bringing net new capital from people who trust names like Fidelity and Schwab. The conversation covers the self-directed IRA as an underutilized path to pure Bitcoin exposure, how OnRamp's multi-institution custody solves the trust problem for serious allocators, and why the best pitch to advisors is simply asking what price their clients deserve Bitcoin at.
Show Notes
Rich Kerr, a 31-year Charles Schwab veteran, joins The Last Trade for the first time to share his Bitcoin journey and why he has dedicated his next chapter to bridging traditional wealth management and Bitcoin. Rich recounts his 2017 Bitcoin epiphany during deep work with RIAs at Schwab, explains the friction retail buyers face when trying to access Bitcoin properly, and walks through why the ETF era is bringing net new capital from people who trust names like Fidelity and Schwab. The conversation covers the self-directed IRA as an underutilized path to pure Bitcoin exposure, how OnRamp's multi-institution custody solves the trust problem for serious allocators, and why the best pitch to advisors is simply asking what price their clients deserve Bitcoin at.
Ready to convert your gold to Bitcoin?
Get Your Free Kit →