Description
On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Will Brokaw, CFA, Co-Founder and Co-CEO of Vesti Social, a social chat app for retail investors. Will is an avid social investor who saw a gap in retail investors’ ability to easily share, discover, and network trades through verified sources - Vesti Social was created to help solve this issue. Vesti Social was founded in 2020 and enables retail investors to chat, discover trending stocks and crypto and follow friends and experts’ verified portfolios, trades and models. Before Vesti, he worked in equity research and earned the CFA designation.
Listen to the full interview, where Will shares his insights into social investing, ESG, young entrepreneurship, and market accessibility.
This episode discusses Angel Investing, Cryptocurrency, Entrepreneurship, ESG Fintech, Social Networking, and Start-Ups.
Send a message to the Financial Perspectives podcast and receive a shout out!This month on Financial Perspectives, we had the pleasure of speaking with Andrew Graham, CFA - Founder and Managing Partner at Jackson Square Capital - to delve into equity growth strategies and active management. In...
Published 10/29/24
Send a message to the Financial Perspectives podcast and receive a shout out!On this episode of "Financial Perspectives: Chats," Stephen Biggs, CFA, CAIA, CFP - Managing Director & Head of Alternative Investments for The Mather Group - sits down with Ben Inker - co-head of GMO's Asset...
Published 10/08/24