CCA Podcasts

Holistic Matters in Finance: Digital Assets and Investment planning

January 09, 2024 Season 1 Episode 3

CCA Podcasts, a forum for discussion of, and education in topics relevant to the high net-worth investor community.  In this episode of "Financial Matters", Christina Copeland, Principal and Senior Investment Manager along with Clay Hall, CFA and Investment Manager discuss digital assets and investment planning.