13 July 2012

“Money Values” with Liz Miller, CFA (Videos)

Posted In: Private Wealth Management

Liz Miller, CFA, a registered investment adviser, stopped by our studio to talk about the different ways individual investors think about money and how these affect their investment decision making. Liz spent 20 years on Wall Street where she held a variety of positions – including M&A analyst, mutual fund portfolio manager, and investment committee leader – before starting Summit Place Financial Advisors, her wealth management practice located in Summit, New Jersey.

If you liked this post, don’t forget to subscribe to the Enterprising Investor.

Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

Tags: Videos

Share On

About the Author(s)

Robert Stammers, CFA

Robert Stammers, CFA, was director of Investor Engagement for CFA Institute and was responsible for increasing the use and distribution of Future of Finance and CFA Institute content by various audiences. Prior to joining CFA Institute, Stammers was the principal for his founded company where he consulted for real estate owners, lenders, and syndicators to develop and analyze structured real estate investments. There he devised strategy for obtaining debt and preferred equity capital and created finance-related marketing materials and research papers for various clients. Stammers has authored over 100 articles on various financial and investment topics for such investment periodicals as Forbes and Investopedia. He served as a senior equity analyst, where he was responsible for the creation of new investment tools and instructional products to provide the revenues for two new investment education companies. As a senior executive for several institutional fund managers, Stammers was the portfolio manager for a $1 billion enhanced real estate fund, a $1.2 billion private timber fund, and several pension fund separate accounts.