In the first episode of “Inside the Firm,” Marshall and Zuzanna reflect on Zuzanna’s first year at the company. They discuss her background, her work in a multi-family office, and what she enjoys most about her role. Listen to the full conversation below for insights into Zuzanna’s experiences and contributions to the team.
Presented by:
Marshall Chambers, CFP®, CFA® Director of Client Strategy & Development
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