Economist Danielle DiMartino Booth sits down with Ted Oakley. Ted Oakley is the Founder and Managing Partner at Oxbow Advisors. Get in touch with Danielle on Twitter: https://bit.ly/36nGzLn
About the guest: Ted Oakley, partner in Herndon Plant Oakley, became involved in the investment industry with Merrill Lynch Pierce Fenner & Smith in 1975. Soon thereafter, he moved to Rotan Mosle as a Senior Vice President, initiating his long-term relationship with his partners in 1977. A Chartered Financial Analyst and a Certified Financial Planner with more than 39 years of experience in the investment industry, Mr. Oakley focuses primarily on investment advisory and money management. Many of his clients are former business owners who are in need of estate planning and investment management services. Ted Oakley is committed to offering each client straightforward, constructive financial advice. That commitment, combined with his attention to detail and uncompromising personal service mean clients have the opportunity to realize the ultimate goal – consistency of return. In the final outcome, Mr. Oakley’s clients receive what they need and have come to expect – individualized planning, skilled investment advice, and excellent service which in turn translates to long-term relationships and positive results.
About the host: Danielle DiMartino Booth is a Founder & CEO of Quill Intelligence, DiMartino Booth set out to launch a Research Revolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.
Music selection used through agreement with Epidemic Sound http://bit.ly/2B8DxK1