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He brings perspective to wealth by exploring the causes and effects of financial success
National speaker on retirement income planning topics.
Christopher is always the most engaging, informative and thought-provoking speaker at any event
Chris Romano, CFA Director of Research - ETF Global
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
Jim Furey is an experienced Wall Street strategist known for his expertise in small-cap equities.
I am a widely recognized expert on predicting the global economy and financial markets.
Inspirational, engaging, motivational, and informational speaking style on a key topic - investing.
Built a unique financial services innovation platform & network that leverages your competitiveness.
Our work creates high-functioning, empowered cultures of effective leadership in any organization.
Over the last 19 years, Ray has delivered more than 160 investment lectures across the US & Canada.