Platinum Portfolios: 25 years of thoughtful investing for private clients

04/05/2025 6 min
Platinum Portfolios: 25 years of thoughtful investing for private clients

Listen "Platinum Portfolios: 25 years of thoughtful investing for private clients"

Episode Synopsis

Founders Charolyn Pedlar and Mel Meltzer look back on the business’s early days, lessons learned, and what it takes to build something that lasts in the world of private-client investing.