November 12, 2018
In
Videos
Season 1: Episode 1 – “Pastries and Portfolios”
Season 1: Episode 1 – “Pastries and Portfolios”
Guest: Scott Kleiman
Car Model: 2018 Acura MDX
Restaurant: Nonno’s Italian Coffee Parlor
In our debut episode, Chris interviews Scott about portfolio management. They discuss the dynamics inside the SJK Wealth Management portfolio team and their process identifying new ideas. We hope you enjoy our new series and stay tuned for Episode 2 next month.