June 11, 2020
Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA
Category: Firm & Client Management
Tags: Wealth Management
CFA Society Chicago member Brett Bina, CFA, CAIA chats with Matthew Kocanda, CFP® of Balasa Dinverno Foltz LLC (BDF) on managing your personal finances like a business.
Recorded: 03/12/2020 Find Brett on LinkedIn @brett-bina Find Matt on LinkedIn @matthew-kocanda
Functional cookies, which are necessary for basic site functionality like keeping you logged in, are always enabled.
Allow analytics tracking. Analytics help us understand how the site is used, and which pages are the most popular. Read the Privacy Policy to learn how this information is used.
