Alan Zafran, Co-founder and Co-CEO of IEQ Capital, was recently interviewed by Courtney McQuade of Markets Group. Alan later spoke as a panelist at Market Group’s Private Wealth Retreat in Carlsbad, California.
From discussing the challenges of growing a, RIA business strategically to the importance of diverse talent, Alan Zafran, CEO of IEQ Capital, sheds light on the dynamic landscape of asset management - on the sidelines of our Private Wealth Retreat in sunny Carlsbad, California. #MarketsGroupPW Brett Friedberg Karishna Perez Thomas Hind Ann Lee Michael Huffer Meagan (Prescott) Venditti, CMP Courtney McQuade
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1moInteresting share. 🎤 Nice recognition of Alan Zafran.