- Carol Schleif - Trainer and instructorCarolSchleifCFADeputy Chief Investment OfficerBMO Family Office
Engaging and extensively experienced speaker with unconventional insights & extensive media exposure
United States (Minnesota)Minneapolis
GlobalEnglishGoldMember - Ken Frier - Trainer and instructorKenFrierCFAChief Investment OfficerAtlas Capital Advisors
Unique advice about improving investment outcomes through better allocation and risk management.
United States (California)San Francisco
North AmericaEnglishGoldMember - Jesse Picunko - Public speakerJessePicunkoCFAPortfolio ManagerRVW Wealth
Discuss the practical skills of constructing robust client portfolios and managing risk
United States (Tennessee)Memphis
North AmericaEnglishMember