wealth advisor
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 22, 2021 by Ted Seides · across every show →
Everything said about wealth advisor, oldest first
Mar 22, 2021 neutral
Seides: Endowments and Foundations Share Similar Investment Mindsets
“Because the type of capital that an endowment runs or a foundation runs is similar compared to a pension fund or compared to a wealth advisor, they do tend to have a similar way of looking at the world. Because of the nature of the capital.”