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Contenido proporcionado por CFA Society Cleveland. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente CFA Society Cleveland o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Michael McKeown, CFA, CPA - Chief Investment Officer at Marcum Wealth

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Manage episode 399527209 series 3445185
Contenido proporcionado por CFA Society Cleveland. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente CFA Society Cleveland o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In this episode, we talk with Michael McKeown, CFA, CPA and Chief Investment Officer at Marcum Wealth. If you've been involved in the CFA Society Cleveland over the past few years, you probably know Mike as he was formerly Society President and has always been very active in the community. What you may not know is Mike's story. How he got started in the businesses and how he became Chief Investment Officer of one of Cleveland's most prominent registered investment advisers. We talk with Mike about his professional background, other organizations he's involved with, and a couple of his personal passions. Thanks for listening and we hope you enjoy this episode with Mike McKeown. Connect with Mike here:

Michael McKeown LinkedIn

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here:

Matt McLaughlin LinkedIn

*The following contains the thoughts and opinions of Michael McKeown, of Marcum Wealth, LLC. Marcum Wealth is an investment adviser registered with the United States Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The statements herein are intended as brand and general educational and informational content only, and no viewer/listener should construe any statements as an offer of Marcum Wealth’s advisory services. Viewers/Listeners are encouraged to discuss the content of this broadcast with, and direct any questions to, the financial professional of their choosing.

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23 episodios

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Manage episode 399527209 series 3445185
Contenido proporcionado por CFA Society Cleveland. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente CFA Society Cleveland o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In this episode, we talk with Michael McKeown, CFA, CPA and Chief Investment Officer at Marcum Wealth. If you've been involved in the CFA Society Cleveland over the past few years, you probably know Mike as he was formerly Society President and has always been very active in the community. What you may not know is Mike's story. How he got started in the businesses and how he became Chief Investment Officer of one of Cleveland's most prominent registered investment advisers. We talk with Mike about his professional background, other organizations he's involved with, and a couple of his personal passions. Thanks for listening and we hope you enjoy this episode with Mike McKeown. Connect with Mike here:

Michael McKeown LinkedIn

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here:

Matt McLaughlin LinkedIn

*The following contains the thoughts and opinions of Michael McKeown, of Marcum Wealth, LLC. Marcum Wealth is an investment adviser registered with the United States Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The statements herein are intended as brand and general educational and informational content only, and no viewer/listener should construe any statements as an offer of Marcum Wealth’s advisory services. Viewers/Listeners are encouraged to discuss the content of this broadcast with, and direct any questions to, the financial professional of their choosing.

  continue reading

23 episodios

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