In this episode of the Advisor Exchange series, we're joined by Thomas J. Guidi, CFA, Investment Manager, Co-Chief Investment Officer, and Shareholder, and Kevin M. Schmitt, CFA, CPA, Investment Manager, as they sit down for a conversation about their paths to Foster & Motley, what drew them to investment management, and the relationships that have made their careers so rewarding.
Thom and Kevin share stories about family, career milestones, the CFA journey, and what they've learned along the way. They also discuss the importance of building lasting relationships with clients, continuing to grow in an ever-changing industry, and the parts of their lives outside the office that keep them grounded.
Resources Mentioned:
Website: www.fosterandmotley.com
Connect with Thom or Kevin:
(513) 561-6640
www.fosterandmotley.com
Thom's LinkedIn: https://www.linkedin.com/in/thomas-guidi-cfa-21830952/
Kevin's LinkedIn: https://www.linkedin.com/in/kevinmschmitt
Foster & Motley's LinkedIn: https://www.linkedin.com/company/fosterandmotley/
#WealthManagement #FinancialPlanning #InvestmentAdvisory #WealthManagementPodcast
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The information discussed and posted represents the views and opinions of the guests and does not necessarily represent the views and opinions of Foster and Motley.