CIBC Mellon Industry Perspectives – Investor Advisor Research with Environics
Hear from Robert Stel our VP Financial Service on our annual study of independent investment advisors and how he works with leading financial companies to build valuable insights for their brands.
Our very own Robert Stel, Vice President, Financial Services was recently featured on an episode of CIBC Mellon Industry Perspectives alongside, Joe Lacopo, Vice President, Relationship Management, and Amanda Coones, Vice President, Investor and Plan Member Services at CIBC Mellon.
The discussion explores our annual study of the behaviours, preferences and expectations of more than 2,000 independent investment advisors. It also highlights Robert work with leading financial companies to build valuable insights for their brands.
Click on the link below to listen:
