Post by Summit Wealth Group

What should advisors know before recommending private market investments? We're proud to see our Chief Investment Officer, Chelsea Ganey, CFA, featured as a panelist at the Wealth Management EDGE Conference. As private markets continue to evolve, advisors are evaluating fund structures to help clients access these opportunities. Chelsea joined fellow industry leaders to discuss the benefits, trade-offs, and considerations surrounding today's private-market investment vehicles. We're privileged to have Chelsea representing Summit Wealth Group and sharing her expertise with advisors from across the industry.

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