Welcome to our Women in Asset Management blog series. Check in often for fresh takes on timely topics from today’s investing landscape, as seen through the lens of successful female advisors in a traditionally male-centric industry. Today we spoke with Emily Rubin, Managing Director–Wealth Management at UBS.
For our Advisor Insights blog series, we have asked guest bloggers from established financial advisory firms to provide their views on a range of topics. Today we spoke with James Chapman, Wealth Advisor and Chief Innovation Officer, at Clearwater Capital Partners, an independent wealth management firm serving individual and institutional clients across the United States.