This live video session, while not product-related, will focus on providing financial advisors with actionable insight for managing client assets and their portfolios.
The video session will take place Wednesday, July 24, 2019, at 9:30 a.m. PDT.
State Street Global Advisors will provide CFP and CIMA continuing education credits for advisors attending this session.
About Daniel J. Braz, CFA, CIMA
Dan is a Vice President and Head of Intermediary ETF Strategy in the SPDR ETF Business at State Street Global Advisors where he leads a team responsible for supporting wealth management clients as product and market specialists. In addition, Dan is a frequent speaker at industry events and has authored a suite of collateral on the topic of combining active and passive investments.
Previously, Dan was a Senior Relationship Manager in SSGA’s Institutional Client Group, where he was responsible for supporting a portfolio of institutional clients.
Prior to joining SSGA, Dan spent a decade working in business development in the independent advisor and Registered Investment Advisor distribution channels representing mutual funds and alternative investments. He has been in the investment management industry since 2001.
Dan earned an MBA in finance and marketing at the Kellogg School of Management at Northwestern University and a BS in psychology at St. Lawrence University. He earned the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and CFA Institute.
About Christopher Murphy, CIMA
Chris is a Vice President of State Street Global Advisors and a Regional Consultant with the US SPDR Business in San Francisco. He is responsible for developing relationships and providing ongoing support to RIAs, Multi-Family Offices and the Independent Broker Dealer community in the Western Division. Prior to this role, Chris spent 6 years as a Regional Consultant working with Morgan Stanley, Merrill Lynch and UBS.
Chris has extensive experience working with sophisticated, fee-only wealth managers and investment advisors in developing portfolio construction and wealth management solutions utilizing the SPDR Family of Exchange Traded Funds.
Chris is a graduate of the University of Tennessee and has earned his Certified Investment Management Analyst® (CIMA) designation taught in conjunction with The University of Chicago Booth School of Business.