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Long Term Thinking With Jonathan Farr, CFA and Private Markets Director at Homrich Berg $17B in AUM

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Content provided by Adam Sarhan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Sarhan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Long Term Thinking & Diversification With Jonathan Farr, CFA and Private Markets Director at Homrich Berg ($17B in AUM) Guest: Jonathan Farr, CFA and Private Markets Director at Homrich Berg $17B in AUM Website: https://HomrichBerg.com/ Bio: Jonathan Farr, CFA and Private Markets Director at Homrich Berg ($17B in AUM), an independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services. He leads the diligence efforts for private equity and private credit opportunities for high-net-worth clients, families, and not-for-profits.

--- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support
  continue reading

176 episoade

Artwork
iconDistribuie
 
Manage episode 436517756 series 3232962
Content provided by Adam Sarhan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Sarhan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Long Term Thinking & Diversification With Jonathan Farr, CFA and Private Markets Director at Homrich Berg ($17B in AUM) Guest: Jonathan Farr, CFA and Private Markets Director at Homrich Berg $17B in AUM Website: https://HomrichBerg.com/ Bio: Jonathan Farr, CFA and Private Markets Director at Homrich Berg ($17B in AUM), an independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services. He leads the diligence efforts for private equity and private credit opportunities for high-net-worth clients, families, and not-for-profits.

--- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support
  continue reading

176 episoade

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