Jul 12, 2021
Advisor Roundtable: Inflation, M&A, Virtual Meetings & Technology
Some of the top registered investment advisors in the country gather for a roundtable discussion on inflation, investment trends, mergers & acquisitions, technology, and much more.
Speakers:
Jason Jackman, President and Chief Investment Officer at Johnson Investment Counsel
Joe McCaffrey, Chief Investment Officer at Salem Investment Counselors
Julianne Andrews, Sr. Director and Sr. Wealth Advisor at Mercer Advisors