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Joe Smith
Co-Founder & Chief Investment Officer at Parti Pris Investment Partners

Profile

Joe Smith, CFA is Co-Founder & Chief Investment Officer at Parti Pris Investment Partners, an investment management firm whose purpose is helping financial advisors differentiate their practice through the delivery of personalized direct index portfolios to clients at scale. He specializes in bringing together technology and portfolio design expertise to service financial advisors who want to deliver personalized index accounts that can accommodate their clients’ unique financial goals & investment preferences, tax-situation, and risk objectives.

Agenda Sessions

  • Direct Indexing Explained - What You Need to Know

    1:50pm