Jennifer Wines and Cameron Dawson join the Exec Council's "Wealth Roundtable" to discuss all things wealth

The Exec Council, "an exclusive network where executives learn from each other”, has invited Cameron Dawson, CFA of NewEdge Wealth and me to talk all things wealth—and I’m really looking forward to it! This Wealth Roundtable will be on Thursday 5/9, from 12-1 pm EST. DM for the registration link, if you’d like to join us!