Congratulations to Christopher Manske, CFP® for leading Portfolio Summits’ Technology Solutions and Practice Management Roundtable, where panelists described how they developed their investment philosophies, hiring practices, choosing their tech stack, client communications, diversity measures, employee development and more. He was joined by industry experts Aubrey Macklin, CCXP, BFA, Director of Experience at Allworth Financial, Thomas Westhoff, Vice President of Sales at Practifi, and Susan Sylvest, Chief Investment Officer & Founding Partner of Murphy & Sylvest.
