Jeromey Thornton, CFA
VICE PRESIDENT & SENIOR INVESTMENT DIRECTOR
Tom Generazio
SENIOR TRADER, SCHWAB'S INSTITUTIONAL BLOCK TRADING DESK
It’s critical that advisors choosing ETFs for client portfolios have a sound plan in place when it comes to executing ETF trades. During this webcast, we spoke with Tom Generazio, Senior Trader on Schwab’s Institutional Block Trading Desk about what advisors need to know to form good ETF trading processes and deliver better outcomes for clients.
Improving ETF Trading Outcomes: What Advisors Need to Know
Listen to the ReplayOffice Hours with Avantis Investors