CFA Institute has partnered with SpeakerHub to help member societies identify and recruit potential speakers for educational programs.
The Society Speaker Directory is for the exclusive use of member societies.
National speaker on retirement income planning topics.
Presentations combine history, economics and finance. Strong audience engagement.
Extensive hands-on experience in subject matter, and delivering to any types of audience.
I'll have your audience laughing one moment and in tears the next!
Unique stories of perseverance & success, inspiring people to adopt fresh ideas for self improvement
Passionate, Informative and Entertaining
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
Expert on Fed policy and markets, as well as value investing. Former Deputy CEO of CFA Institute.
Mixing academic rigor & entrepreneurial spirit. Built world-class FinTech publication & accelerator
Experienced senior investment leader with expertise in talent and the attributes of top performers
Passionate Speaker, Performance Coach & Inspired Motivational Speaker. I speak from the heart !
I am millennial and I tweet a lot.
I help financial professionals like you increase the impact of your writing on clients and prospects
My superpower is helping others excavate the greatness within themselves.
Entertaining presenter who emphasizes interactive presentations with audience participation.
For expertise on tax, private wealth, and the business case for diversity.
I bridge the gap between executives and their sons. Google my name to see what I've done.
A high energy speaker with practical take-aways focused on Board Governance, Risk and Diversity.
Inspirational, engaging, motivational, and informational speaking style on a key topic - investing.