Episode 7: The Inner Workings of BULLWEALTH’s Investment Committee

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Insights Into Wealth

Episode 7: The Inner Workings of BULLWEALTH’s Investment Committee

Business


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.