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Maximizing Your Value

Released on Tuesday, November 29, 2022•STRATEGIES

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Explore what empirically makes the biggest difference in clients' lives. Specifically, the impact of portfolio construction, rebalancing, tax management, and behavioral design on investor returns. This ultimately rolls up into better client results and happier, more fulfilling client relationships.

(This session is eligible for one hour CE credit from the CFP Board)

Adam Grealish

Altruist, Head of Investments

With a career rooted in financial innovation, Adam Grealish brings a wealth of finance and investing expertise to Altruist. He most recently led Betterment's strategic asset allocation, fund selection, automated portfolio management, and tax strategies. Prior to that, Mr. Grealish served as a vice president at Goldman Sachs, overseeing the structured corporate credit and macro credit trading strategies. Earlier in his career, he was part of the global quantitative equity portfolio management team at New York Life Investments.