Episode 33 - John Beldy, Exceed Investments

21/03/2022 15 min Temporada 3 Episodio 10
Episode 33 - John Beldy, Exceed Investments

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Episode Synopsis

Greg interviews John Beldy from Season 1 of Fundviews Podcast, on  the first ever "Update" episode. John started putting together his fund in early 2020 right before COVID, but has found that there is a better fit with a Separately Managed Account approach. He has partnered with Exceed Investments, a mutual fund manager to offer these services to the very fragmented RIA space across the United States.