In this episode of The Active Advisor podcast, hosts
Bryan Moore and
Dale Korman of Harbor Capital are joined by
Aaron Gilman, Chief Investment Officer at
IFP, a full-service broker-dealer, registered investment adviser, and insurance agency. The free-wheeling conversation cuts across multiple touchpoints ranging from the background of IFP, industry trends over a four-five year horizon, 1031 exchange, investment strategies, and Aaron's passion for coding.
Aaron Gilman is the Chief Investment Officer at
IFP and describes himself as a specialist in high-net-worth portfolio management. He serves as the Chief Investment Officer and President of the wealth management division for a Broker Dealer and RIA with a national footprint. He is passionate about the practical application of fintech and behavioral finance to drive smarter financial decision-making.
If you enjoyed this episode, make sure to subscribe, rate, and review us on Apple Podcasts, Spotify, and Google Podcasts. Instructions on how to do this are
here.