This episode features two guests. The first is Paul Smith, who was previously the President and CEO of the CFA Institute. Paul has more than 25 years of relevant financial services leadership experience in many aspects of the investment management industry.
The second is Chris Cannon, who is the Chief Investment Officer of FirsTrust, an RIA in Daytona Beach, Floirda. He is also a board member and the Advocacy Chair for the CFA Society of Orlando
Share it with others who might benefit from this information.
©2025 FirsTrust, LLC. All rights reserved.
FirsTrust, LLC is a registered investment adviser with the Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training.
The information provided in this article is for educational and informational purposes only and should not be construed as investment, legal, or tax advice. Past performance is not indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be profitable.
Please see our Form CRS and Form ADV for important disclosures about our firm.
