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    rlw associates

    Explore "rlw associates" with insightful episodes like and "Compilation Episode from the Morningstar Investment Conference 2022" from podcasts like " and "Swift Chats in the Financial Services Industry"" and more!

    Episodes (1)

    Compilation Episode from the Morningstar Investment Conference 2022

    Compilation Episode from the Morningstar Investment Conference 2022

    In this special edition of Swift Chats recorded live at the 2022 Morningstar Investment Conference, Jonny Swift interviews a range of guests live from the Social / Digital Hub. The episode features:

    - Shawna Ohm, Founder of Content 151

    - Katryna Deligiannis, Senior Social Media Manager at Morningstar

    - Aleksandr Spencer, CFA, Chief Investment Officer at Bogart Wealth

    - Tom Lydon, Vice Chairman at VettaFi

    - Peter Lazaroff, CFA, CFP®, Chief Investment Officer at Plancorp and BrightPlan 

    - Alison Susko, Director of Partnerships at Asset-Map

    - Liv Gagnon, Co-Founder of Choir

    - Roger Wohlner, Founder of RLW Associates

    - Katie Braden, CFP®, Founder of Innovating Advice