Monday Mar 27, 2023
In Conversation With...Dan Boardman-Weston, CEO & CIO, BRI Wealth Management
Join us on the latest episode of In Conversation With, as host Kimberley Dondo sits down with Dan Boardman-Weston, the CEO at BRI Wealth Management. In this insightful conversation, Dan shares his expertise on long-term market assumptions, providing valuable insights into the future of investments and the wealth management industry. Dan also discusses his unique career journey, from not going to university for an undergrad to obtaining an MBA, and how he navigated his way through the industry to reach his current role at BRI Wealth Management. Listen in to discover the firm's plans for growth and gain a deeper understanding of the wealth management industry from one of its leading professionals.
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