Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers
026: What you can learn about building and managing a successful investment firm from Steadyhand’s Tom Bradley
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:33:14
- Mas informaciones
Informações:
Sinopsis
Building and managing a successful financial investment firm is easier said than done, but today’s guest has the experience and actionable tips to help you do it. Tom Bradley, president and co-founder of Steadyhand Investment Funds, joins the podcast today to tell us how his firm differentiates itself among other investment management firms by committing to radical transparency and always working in the best interest of the client. In addition to being President and Co-founder, Tom is a director and shareholder of the firm. He holds a Bachelor of Commerce degree from the University of Manitoba and an MBA from the Richard Ivey School of Business. Prior to founding Steadyhand, Tom worked first as an equity analyst at Richardson Greenshields, then at Phillips, Hager & North as a research analyst and institutional portfolio manager. While at Phillips, Hager & North, Tom eventually became the COO and later president and CEO before resigning in 2005. All told, he has more than 30 years of experience i