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