12.23 Great Investors’ Best Ideas Annual Investment Symposium

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I had the pleasure of attending the 7th annual Great Investors’ Best Ideas Investment Symposium in October.

GIBI, for short, was founded in 2007 by Shad Rowe and John Neill for the purpose of creating a premier investment event while … Read More

Highlights from #SchwabIMPACT

The Echelon Investment Management leadership team attended this year’s Schwab IMPACT Conference in Washington, D.C. It is an annual event that brings together some of the RIA Industry’s most innovative and successful people. More than 1,500 advisors, 300 exhibitors and … Read More