検索キーワード： 著者 "Elevate Advisors" すべてのカテゴリー

Elevate Roundtable is a monthly broadcast including conversations between Kyle Lottman CFA, CMT, CPA, Shane Fleury, CFA, Ken Armstrong CFP®, RICP®, ChFC®, CLU®, CASL®, CLTC® and Tom Damon. They discuss the state of financial markets, risk management, trading and financial planning topics.Elevate is an SEC Registered Investment Advisor headquartered in Eagle, Colorado. The firm was founded in 2017 and manages nearly $150,000,000 for private individuals & families, corporations, family offices, charities, and others. Various topics related to financial planning and asset management are ...

A 30-minute roundtable discussion put on by Elevate Advisors featuring AEC industry C-Suite leaders exploring the challenges and opportunities they face. Each episode provides honest, insightful, and actionable advice tailored to industry executives.In this podcast, Jen shares real-world insights, actionable strategies, and candid conversations with industry leaders to help AEC professionals navigate the challenges of business development, marketing, and leadership. Known for her hands-on, no-nonsense approach, she cuts through the noise to deliver practical advice that firms can implement ...