Sept 29, 2024 | CFP E3 | Guest: Sheena Gray, CEO, Association of African-American Financial Advisors (AAAA)

There are a lot of exciting initiatives at AAAA and Sheena took the time to share the highlights with Chuck.
  • Nov 13, 2024
More: On Location
Oct 16, 2024 | CAIS E6 | Guest: Robert Collins, Partner, Partners Group

Oct 16, 2024 | CAIS E6 | Guest: Robert Collins, Partner, Partners Group

Oct 16, 2024 | CAIS E4 | Guest: Dayna (Siegel) Kleinman, Managing Director and Head of Business Development - Wealth Management Solutions, Monroe Capital

Oct 16, 2024 | CAIS E4 | Guest: Dayna (Siegel) Kleinman, Managing Director and Head of Business Development - Wealth Management Solutions, Monroe Capital

Oct 16, 2024 | CAIS E3 | Guest: Michael J. Vogelzang, CFA, Chief Investment Officer, CAPTRUST

Oct 16, 2024 | CAIS E3 | Guest: Michael J. Vogelzang, CFA, Chief Investment Officer, CAPTRUST