On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Will Brokaw, CFA, Co-Founder and Co-CEO of Vesti Social, a social chat app for retail investors. Will is an avid social investor who saw a gap in retail investors’ ability to easily share, discover, and network trades through verified sources - Vesti Social was created to help solve this issue. Vesti Social was founded in 2020 and enables retail investors to chat, discover trending stocks and crypto and follow friends and experts’ verified portfolios, trades and models. Before Vesti, he worked in equity research and earned the CFA designation.
Listen to the full interview, where Will shares his insights into social investing, ESG, young entrepreneurship, and market accessibility.
This episode discusses Angel Investing, Cryptocurrency, Entrepreneurship, ESG Fintech, Social Networking, and Start-Ups.
This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.
The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.