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Some of the top registered investment advisors in the country gather for a roundtable discussion on inflation, investment trends, mergers & acquisitions, technology, and much more.
Speakers:
Jason Jackman, President and Chief Investment Officer at Johnson Investment Counsel
Joe McCaffrey, Chief Investment Officer at Salem Investment Counselors
Julianne Andrews, Sr. Director and Sr. Wealth Advisor at Mercer Advisors
Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.