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
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.