Melissa Joy, Director of Investments & Raymond James Financial Advisor, attended the Fiduciary Gatekeeper Research Manager Summit in Boston September 26th through 28th. The meetings served as a focused environment to bring together due diligence experts and investment portfolio managers in one setting. As the firm is committed to conducting in-house research, the meeting helps to facilitate discussions and generate ideas.
Melissa was invited to the conference based upon her nomination to the Due Diligence/Research Manager All-Star Team compiled by Financial Advisor Magazine. She also moderated a panel entitled “What’s Hot, What’s Not: Fixed Income Opportunities”.
Melissa said, “I enjoyed the experience and was able to speak with managers investing on behalf of Center for Financial Planning clients. I also appreciate learning about emerging investment strategies and products and this meeting served that function.”