The Last Trade E057: Embracing Bitcoin with Former Schwab Executive Rich Kerr
Rich Kerr returns to The Last Trade in his new capacity as President of Managed Wealth at OnRamp, joining after a 30-plus year career at Charles Schwab building out the RIA practice. The conversation centers on the urgent need for wealth managers and financial advisors to develop a genuine Bitcoin thesis before their clients find someone who already has one. Rich draws on his deep industry experience to explain the compliance friction advisors face, why firms that invest in Bitcoin education now will win outsized market share, and how OnRamp bridges the gap between TradFi infrastructure and Bitcoin's promise. The episode frames the stakes clearly: advisors that ignore Bitcoin risk losing their most forward-thinking clients to those willing to do the work.
Show Notes
Rich Kerr returns to The Last Trade in his new capacity as President of Managed Wealth at OnRamp, joining after a 30-plus year career at Charles Schwab building out the RIA practice. The conversation centers on the urgent need for wealth managers and financial advisors to develop a genuine Bitcoin thesis before their clients find someone who already has one. Rich draws on his deep industry experience to explain the compliance friction advisors face, why firms that invest in Bitcoin education now will win outsized market share, and how OnRamp bridges the gap between TradFi infrastructure and Bitcoin's promise. The episode frames the stakes clearly: advisors that ignore Bitcoin risk losing their most forward-thinking clients to those willing to do the work.
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