This Polestar Podcast Investment Update episode features the following:
About the Guest – Keith Allan
Keith Allan, CFA, is a Portfolio Manager at Harness Investment Management, with over 10 years of buy-side investment management experience. He is responsible for developing and maintaining investment portfolios by fostering long-term relationships with high-net-worth individuals and families and providing a clear and transparent vision to help them achieve their investment goals. Please visit Harness website for more information.
About the Host – Rob Wallis
Rob Has provided senior financial planning and advice to VELA clients for over 15-years. He excels at working with entrepreneurial professionals and business owners to define their individual ecosystems and establish meaningful life and financial goals. He has specialized expertise in guiding healthcare professionals who are building multi-location, and specialist clinics. To read more, please visit the VELA team page.
Disclaimer
The information expressed in the podcast is designed for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security or investment product.