Goals-Based Investing: A Visionary Framework for Wealth Management, Hardcover

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Goals-Based Investing: A Visionary Framework for Wealth Management, Hardcover

Goals-Based Investing: A Visionary Framework for Wealth Management, Hardcover

Tony Davidow

240

Pagini

2021

An

Hardcover

Copertă

Adaugă în bibliotecă
Editura Mcgraw-hill Companies
Copertă Hardcover
Pagini 240
An publicare 2021
ISBN 9781264268207
Categorii
Investiții

Descriere

*Davidow, Tony: *-Tony Davidow , CIMA, is president of T. Davidow Consulting, an independent advisory firm focused on the needs and challenges facing the financial services industry. Davidow leverages his diverse experiences to deliver research and analysis to sophisticated advisors, asset managers,...

*Davidow, Tony: *-Tony Davidow , CIMA, is president of T. Davidow Consulting, an independent advisory firm focused on the needs and challenges facing the financial services industry. Davidow leverages his diverse experiences to deliver research and analysis to sophisticated advisors, asset managers, and wealthy families. He has held senior leadership roles at Morgan Stanley, Charles Schwab, Guggenheim Investments, and Kidder Peabody among others. He is focused on developing and delivering content relating to advanced asset allocation strategies, alternative investments, factor investing, sustainable investing, and other topics. In 2020, Davidow was recognized by the Investments and Wealth Institute, with the Wealth Management Impact Award, which honors individuals who have contributed exceptional advancements in the field of private wealth management.

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