Karyn Williams, PhD, is the founder of Hightree Advisors, LLC, an independently owned provider of investment decision tools, success metrics, and risk information. She is a chief investment officer, foundation trustee, independent public company director, and a former investment consultant. She earned a BS in economics and a PhD in finance, both from Arizona State University. Contact her at [email protected].
Identifying investment objectives and achieving stakeholder buy-in is the critical first step in connecting these objectives to portfolio construction.
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