The Stream
James Werner
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This week's episode of The Stream highlights our conversation with Corey Hoffstein. Listen to the whole conversation here: Voice From the Hills. - Corey Hoffstein is co-founder and Chief Investment Officer of Newfound Research. Investing at the intersection of quantitative and behavioral finance, Newfound Research is dedicated to helping clients achieve their long-term goals with research-driven, quantitatively-managed portfolios, while simultaneously acknowledging that the quality of the journey is just as important as the destination. At Newfound, Corey is responsible for portfolio management, investment research, strategy development, and communication of the firm’s views to clients. Corey is a frequent speaker on industry panels and contributes to ETF.com, ETF Trends, and Forbes.com’s Great Speculations blog. He was named a 2014 ETF All Star by ETF.com. Corey holds a Master of Science in Computational Finance from Carnegie Mellon University and a Bachelor of Science in Computer Science, cum laude, from Cornell University. - James Werner is a Certified Financial Planner™ professional with over 25 years’ experience in wealth management and personal financial planning. James takes a special interest in areas where finance intersects with daily life. “Being included in the important financial decisions our clients face and helping them navigate those decisions is extremely rewarding,” James says. “I’m thankful to work in an industry that allows me to solve problems, develop strong personal relationships, and share my experience.” James graduated from The University of Texas with a degree in Business Administration in Finance and Economics. He acts as an advisor to the UT Planned Giving Council, serves on the Advanced Planning Steering Committee for eMoney Advisor, and speaks frequently on philanthropic planning. - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested. - Follow on social: Twitter | Instagram | LinkedIn | Alexa Skill | Client FAQs Hosted on Acast. See acast.com/privacy for more information.
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