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The CFO and the Wealth Manager
For our 100th CFO Coffee Talk episode, a CFO (Phil Nahajewski) and a Wealth Manager (Steve Curley, CFA, CFP® - from 55 North Private Wealth) toss around a few football analogies to help business owners see why they need a Mike Alstott and a Warrick Dunn in their backfield.
Steve is the host of the award-winning "Investors First Podcast" (investorsfirstpodcast.com) produced for the CFA Society Orlando, a chapter of the CFA Institute.
The book mentioned by Steve in this episode is "The Taxable Investor's Manifesto" by Stuart E. Lucas.
Thanks for tuning into CFO Coffee Talk.
Follow us on LinkedIn
Learn more about the Florida CFO Group
Contact Us
View all episodes
By The Florida CFO GroupFor our 100th CFO Coffee Talk episode, a CFO (Phil Nahajewski) and a Wealth Manager (Steve Curley, CFA, CFP® - from 55 North Private Wealth) toss around a few football analogies to help business owners see why they need a Mike Alstott and a Warrick Dunn in their backfield.
Steve is the host of the award-winning "Investors First Podcast" (investorsfirstpodcast.com) produced for the CFA Society Orlando, a chapter of the CFA Institute.
The book mentioned by Steve in this episode is "The Taxable Investor's Manifesto" by Stuart E. Lucas.
Thanks for tuning into CFO Coffee Talk.
Follow us on LinkedIn
Learn more about the Florida CFO Group
Contact Us