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3D Asset Management brings you innovative ideas from investment professionals, practice, and business management leaders. Listen in as fellow financial advisors discuss what’s working for them. Learn about best-of-breed technology, product, and practice solutions. And hear from economists, portfolio managers, analysts and investment product specialists across the industry spectrum, from mega global managers to small but innovative boutique firms.

 

Jan 15, 2019

In this episode, Matt Shute is joined by Chris Shea, CFA of CataMetrics. CataMetrics provides financial advisors and firms with tailored investment solutions and white-labeled sales and marketing collateral to help drive scalability and brand awareness.  Chris has over 18 years in the investment management industry and has been involved in security research, portfolio construction consulting, investment product sales and portfolio management throughout his career. 

View their website here!