Learn From A $5 Billion Firm That Advises Large Family Offices
My guest today is Todd Millay, Managing Director, at Choate Investment Advisors with $5 billion in assets under management. The company was founded over 100 years ago in Boston and specializes in providing holistic advice to large family offices. Todd teaches you how to think differently about several important topics from Risk Management to Diversification. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
