39 minutes | Dec 28th 2020

#107: Leadership Chat: Portfolio Management With Robert Di Iorio & Jeffrey Lynn

In today’s episode, we welcome special guests Robert Di Iorio, VP and Portfolio Manager, and Jeffrey Lynn, Associate Advisor, from Di Iorio Wealth Management of RBC Securities. We talk about:

-their background in investing and how he landed a position at RBC

-how technology is changing their roles as advisors and their main value-add as wealth managers

-aspects of growth investing that resonates most with their clients and common investor mistakes

-their view on Tesla stock and their best investment opportunities for the next 10 years

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