| Clue | Source | Date |
|---|---|---|
| Certain financial adviser, informally | Universal | 19 Nov 2021 |
| Goldman Sachs or Morgan Stanley employee, informally | New York Times | 29 Jul 2020 |
| Pro at building financial worth, slangily | New York Times | 17 Oct 2017 |
| Pro at building financial worth, slangily |