• Revolutionizing Wealth Management

  • 2024/01/23
  • 再生時間： 49 分
  • ポッドキャスト

Revolutionizing Wealth Management

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  • In episode 8, Sue is joined by Lorenzo Pedersani to explore the impact of FinTechs on the wealth management industry and how they are serving to bridge the gap between traditional investing and alternative asset classes. Lorenzo is the CEO of Westmount Wealth, a Vancouver-based wealth management firm with an innovative approach to high-level investment management and financial planning.
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あらすじ・解説

In episode 8, Sue is joined by Lorenzo Pedersani to explore the impact of FinTechs on the wealth management industry and how they are serving to bridge the gap between traditional investing and alternative asset classes. Lorenzo is the CEO of Westmount Wealth, a Vancouver-based wealth management firm with an innovative approach to high-level investment management and financial planning.
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