09 November 2012
How to Build a Good Relationship With Your Adviser (Video)
Posted In: Private Wealth Management
The relationship that investors have with their investment advisers can be one of the most important determinants of success. We wanted someone to speak about what forms a healthy adviser/investor relationship, so we invited Kathy O’Connor, CFA, chairman of the board of the New York Society of Security Analysts and president of KJ Capital Management LLC, a registered investment adviser located in New York City.
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