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Jeffrey Sherman, Doubleline’s Deputy CIO, hosts a podcast with portfolio manager Sam Lau
TSS Episode 136: GeoWealth’s Jen Wing on TAMPs, Serving RIAs and Customized Portfolio Models
The Sherman Show
49 minutes 56 seconds
2 years ago
TSS Episode 136: GeoWealth’s Jen Wing on TAMPs, Serving RIAs and Customized Portfolio Models
Jen Wing, Head of Asset Management at GeoWealth, a proprietary technology and turnkey asset management platform (TAMP) to registered investment advisors (RIAs), appears March 28, 2023, with DoubleLine’s Jeffrey Sherman and Samuel Lau. Mr. Sherman asks Ms. Wing (0:59) to ... Read More
The Sherman Show
Jeffrey Sherman, Doubleline’s Deputy CIO, hosts a podcast with portfolio manager Sam Lau
