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

Advisor Success Series

English - January 15, 2019 13:54 - 29 minutes - 26.4 MB - ★★★★ - 6 ratings
Investing Business etfs advisory finance financialadvisor investing investments markets Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Understanding Fixed Income Risk Premiums: Perspectives from Dimensional Fund Advisors (DFA)

Next Episode: Following Up with Tom Psarofagis from Bloomberg Intelligence: 2019 Outlook for the ETF Landscape

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!