Driving Growth and Building Brand Value - A Conversation with Chris Shea, CFA of CataMetrics

from Advisor Success Series · host 3D Asset Management

In this episode, Matt Shute is joined by Chris Shea, CFA of CataMetrics. CataMetrics provides financial advisors and firms with tailored investment solutions and white-labeled sales and marketing collateral to help drive scalability and brand awareness. Chris has over 18 years in the investment management industry and has been involved in security research, portfolio construction consulting, investment product sales and portfolio management throughout his career. View their website here!

Episode metadata supplied by the publisher feed · Published Jan 15, 2019

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Driving Growth and Building Brand Value - A Conversation with Chris Shea, CFA of CataMetrics

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