Sep 22, 2022
Our guest today is Zach Conway,
Founder and CEO of Seeds Investor. Seeds Investor is a new wealth
technology platform designed to empower advisors to better
understand investors and deliver the personalized portfolios that
align.
In addition to Seeds, Zach is a Managing Director with the Conway
Wealth Group, a private advisory firm based in Parsippany, New
Jersey. Prior to the Conway Group, Zach served as Editorial Manager
at Standard & Poor’s. Zach is a contributor to Forbes, Founder of
the Leader Board and Co-Founder of the Life & Health Network. Zach
earned his bachelors degree from Gettysburg College.
In today’s episode, we discuss current headwinds in ESG, actor
Adrian Grenier’s involvement with Seeds Investor, tailored
portfolios with values based investing and eliminating Fund/ETF
wrappers from client conversations with direct investing.
Our host today is Steve Curley, CFA, board member & past President of CFA Society
Orlando, as well as co-founder of the Investors First Podcast.
Please enjoy the episode. Follow us on Twitter and LinkedIn.