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Tiburon Executive Roundtable - April 2013

Following the Tiburon CEO Summit XXIV in New York City in April 2013, five financial service executives presented their views in a roundtable discussion. The video interviews, white paper transcript below, as well as a three-page article, were published by Financial Advisor Magazine, June 2013.

To view the article, Forward Progress, published by Financial Advisor magazine:
http://www.fa-mag.com/news/wake-up-call-14430.html

Picture

Daniel Kern, CFA, President, Advisor Partners, LLC

John Brackett, Partner, BAR Financial, LLC

John Blamphin, COO, Retirement Management Systems

Maree Moscati, CEO, Copytalk, LLC

Deena Katz, CFP, Associate Professor of Financial Planning, Texas Tech University

 

White Paper Transcript with photos gives the reader a feeling of being in the room with the roundtable participants

tiburon_xxiv_executive_round_table_05-24-13.pdf
File Size: 853 kb
File Type: pdf
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