Connecting Goals to Models in Portfolio Construction

“How do we better connect GOALS to MODELS?” With many industry leaders in Boston this week for the Tiburon Strategic Advisors CEO Summit, Adam Scully-Power, CIMA®, CPWA® and Andy Finnegan, CFA, CAIA are excited to spend time downtown catching up with people asking the same question.

If you’re here this week, we’d love to connect and trade notes in person. Matthew Kadnar, CFA and Martin Tarlie will be here too!

P.S. Beautiful fall day in Boston.

#portfoliooptimization #wealthbenchmark #tiburonceosummit