Welcome to Financial Perspectives

A monthly podcast featuring interviews with leaders in the finance and investment industry.

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Episode 2

Paul Perez, CFA; Sr. Advisor (Emeritus); Delegate Advisors LLC

Published on: 25th May, 2021

Episode Details

Episode 1

Sylvia Kwan, CFA, CAIA; CIO, Ellevest; CIO & Founder, SimplySmart Asset Management, Inc.

Published on: 26th April, 2021

Episode Details

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Financial Perspectives

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