Michael Zeuner spoke recently at a conference in Geneva, Switzerland in front of 150 bankers, lawyers, and trustees, about how the new fiduciary standard will impact trustees and advisors.
Institute & Industry Leaders
Michael Warszawski is Senior Managing Director of Manchester Capital Management & Moderator of The Institute’s Chairman’s Council
Clark M. Blackman II is the founder of Alpha Wealth Strategies and a member of the Institute’s Best Practices Board. Clark has been a leading voice on fiduciary issues for over 20 years.
Institute Best Practices Board member, Chris Cannon, right, greets CFA Institute CEO, Paul Smith, at a recent CFA Institute event in Orlando.