On this episode, RIAcast is joined by four Chief Investment Officers who have been participating for several years in a roundtable with regular meetings in which they openly share ideas and discuss and troubleshoot issues relating to their respective businesses. RIAcast gets to be a "fly-on-the-wall" on this first of two episodes.
It is our privilege to be joined by:
Christine McDermott, Avalon Trust
Justin Pawl, Covenant Multi-Family Offices
Leia Carpenter, Adell, Harriman & Carpenter
Tim Hartzell of Sequent Asset Management
In this episode, we discuss, among other things:
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More