The Inner Workings of BULLWEALTH’s Investment Committee

from Insights Into Wealth · host BULLWEALTH

Julian Smith, BULLWEALTH’s CEO, interviews Peter Klein, BULLWEALTH’s CIO, on how he leads the BULLWEALTH investment committee through the decision making process of searching, hiring and/or removing investment managers for BULLWEALTH’s clients.

Episode metadata supplied by the publisher feed · Published Oct 20, 2020

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The Inner Workings of BULLWEALTH’s Investment Committee

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