Sep 17, 2021 12:45 PM
Things I Wish Someone Told Me About Investing
Adam Sweet, CFA, CFP, Jacobson and Schmidt Investment Advisors

Adam Sweet of Jacobson and Schmidt Investment Advisors will discuss managing a portfolio of 2 billion dollars of client assets as part of the U.S. Equity Team. Adam is a Chartered Financial Analyst (CFA) Charterholder and has an MBA specializing in investing from the University of Wisconsin-Madison. Don't miss this phenomenal program.

The program is brought to us by Jack Ferreri.