RIA Trends with Lily Taft, CFA

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Lily Taft, CFA, Portfolio Manager for Main Street Research.

Lily serves on the Investment Policy Committee for Main Street Research where she analyzes client-specific asset allocations, sector exposures, and security selections. She is also actively involved in decision-making related to managing, executing, and implementing trading strategies.

Listen to the full interview, where Lily discusses RIA trends in wealth management and client relationships. Click here.

About the CFA Society San Francisco podcast: CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn. This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.