| Register now for the CNBC Financial Advisor Summit: Vision 2022!
As we reach the end of the year, we look ahead to 2022 – what will be the key investment themes in the new year? How will client needs change as the world continues its return to pre-pandemic life? What new challenges await?
Plus, we celebrate the 2021 Financial Advisor 100 – CNBC's annual list of top advisory firms. Join CNBC virtually on December 8th as we bring forward-thinking advisors together to hear from industry heavyweights about the state of the markets and to learn new and innovative ways to address the needs of their clients and their firm. SPEAKERS
JAMIL FARSHCHI Equifax Chief Information Security Officer
Jamil Farshchi is the Chief Information Security Officer of Equifax and spent his career leading teams at some of the world's most recognized brands. He led an unprecedented transformation of the company's security and technology capabilities in the aftermath of one of the most consequential data breaches in history. STEPHANIE LINK Hightower Chief Investment Strategist & Portfolio Manager
Stephanie Link is the chief investment strategist and portfolio manager at Hightower, a national wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. SHENEYA WILSON Fola Financial Founder & CEO
As the founder & CEO of Fola Financial, an accounting and consulting firm dedicated to assisting clients with navigating their financial journey, Sheneya Wilson educates and provides exceptional financial services to accelerate the growth of small business owners, real estate investors, and affluent professionals. Terms of Service | Privacy Policy | CNBC Events Policy | Unsubscribe |
Jumat, 12 November 2021
Register for CNBC's Financial Advisor Summit: Vision 2022!
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