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#22 Seizing Opportunities in Market Declines w/ Lowell Pratt, President and Chairman, Burney Advisor Services
Ultra High Net Worth Clients with Chris Brodhead
English - December 15, 2023 16:33 - 42 minutes - 57.9 MB - ★★★★★ - 58 ratingsFilm Interviews TV & Film Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Lowell Pratt (https://www.linkedin.com/in/lowell-pratt-cfa-53b89310/) joined the Burney Company in 1986, became a Portfolio Manager in 1992, was promoted to Director of Analysis in 1996 and became President in 2003. Lowell’s passion is implementing improvements to Burney’s quantitative analytical methods.
In this episode, Chris and Lowell discussed:
1. Creating Legacies
2. Seeing Opportunities in Market Downturns
3. Inflation and The Road to Recovery
4. Assessing Risk and Rewards of Alternatives
LinkedIn: https://www.linkedin.com/in/lowell-pratt-cfa-53b89310/
Website: https://burneyadvisorservices.com/
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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.