Holistic Wealth Management with Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA

CFA Society Chicago member Brett Bina, CFA, CAIA chats with Matthew Kocanda, CFP® of Balasa Dinverno Foltz LLC (BDF) on managing your personal finances like a business.

Connect with Brett on LinkedIn @ brett-bina

Connect with Matt on LinkedIn @ matthew-kocanda

For more episodes go to www.cfachicago.org/podcasts

Om Podcasten

CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry.  Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more.  Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.