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Video: While Great Entrepreneurs Leap, Great Investors Plan

Jeff Bauer, CFA

Whether actively running their company or beginning to step away from day-to-day oversight, entrepreneurs and business owners often face similar challenges as they focus more on investing their hard-earned capital. In the evolution from entrepreneur to investor, an openness to new approaches and ideas is essential.

In the below video, Jeff Bauer, Managing Director of the Private Client Practice, provides a framework to support successful entrepreneurs and business owners in their journey to becoming successful investors.

Watch now to learn more.