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Smartleaf Asset Management Announces Collaboration with Clearstead Advisors to Deliver Personalization and Tax Optimization at Scale
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Smartleaf Asset Management announces strategic partnership with Clearstead Advisors
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Panelists were selected in collaboration with the Cleveland chapter of the Facing History And Ourselves organization.
The guests for this episode were:
Bob Craig, chief information officer for the Baker Hostetler law firm.
Jejuana Brown, director of Equity & Inclusion Programs for Greater Cleveland Partnership.
Aneet Deshpande, one of Facing History s newest Advisory Board members, and chief investment strategist for Clearstead, an institutional and independent investment consulting advisory firm.
Karen Perko, director of community engagement for United Way of Geauga County.
What were the a-ha moments that helped to evolve the panelists views on systemic racism? And what can be done to help improve our communities? We tackled these questions and more during the roughly 45 minute conversation.