Season 1 · Episode 8
Joe Smith: How do you personalize investment portfolios?
June 10, 202033m 23s
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Show Notes
Joe Smith, Founder of Parti Pris Investment Partners joins Phil for a conversation about entrepreneurship, direct index and diversity in the asset management industry. Joe discusses his new startup and how they are utilizing technology to deliver customized solutions to financial advisors. Joe and Phil then have a candid discussion about diversity and inclusion in the asset management industry, with Joe recounting his personal experiences and offering ideas for industry improvement in the future.