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May 12, 2022

INVESTMENT EXCHANGE FORUM – THE CHANGING FACE OF WEALTH MANAGEMENT AND THE CHALLENGES ADVISORS FACE

Brie Williams & Rich Excell, CFA

CFA Society Chicago member Rich Excell, CFA, and State Street Advisors Head of Practice Management, Brie Williams, discuss biases and how they affect investing decisions.

Recorded: 4/20/22

Find Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/
Find Rich on Twitter @ExcellRichard
Read Rich’s blog posts Excell with Options: Navigating bitcoin volatility and at https://demystifinance.blogspot.com/
Find Brie on LinkedIn https://www.linkedin.com/in/briepwilliams/

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.