A Moving Speech about a Chief Investment Officer
An investment team member talks about a CIO who has a reputation for retaining top talent.
leadership
Part 2: Angie Buk’s Rise from Part Time Employee to CIO
In a series about how Doug Brown mentored future CIOs, we follow a woman who became a CIO at two public companies.
Dakota Wealth Management’s Chief Experience Officer Talks Diversity, Leadership and Creating a Firm Culture in Today’s Challenging Landscape
Kristen Oliveri, Head of Private Wealth Content at
Markets Group, sits down with Carina Diamond, the chief experience officer of
Dakota Wealth Management, to discuss how Diamond has cultivated a unique firm
culture within her RIA, helping both clients and employees flourish in a time
of great change.