The model portfolio marketplace is evolving quickly and Sean Brown, CEO of YCharts, has a front row view of these changes. He came on the podcast to discuss this evolution and the complications in this space for financial advisors.
BONUS: He provided listeners with a great offer. If you choose to subscribe to YCharts, he is offering a 20% discount just for referencing The Resilient Advisor podcast. Make sure you sign-up for a free trial and see if it could help your business. www.ycharts.com
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Connect With Sean:
Sean Brown is the President and CEO at YCharts, an investment research, data, analytics and visualization platform for wealth advisors and institutional investors, which can more simply be referred to as the Swiss Army Knife of investment research. Sean has a 25-year track record of guiding significant growth of public companies, private equity backed firms and startups. His focus has persistently been in the cloud-based software space, where he has guided the growth and eventual exit of several companies. Prior to joining YCharts, he was part of a leadership team that successfully led Interactive Data - 7Ticks to an acquisition by Intercontinental Exchange in 2015, and previously, he helped grow and lead software provider Telution to its acquisition by CSG International.