CPA
IM&T Investment Risk Manager
WELLS FARGO BANK
Houston, Texas
As fiduciaries are becoming more “client centric”, there is more
pressure than ever to accommodate client requests. Knowing what some of
the key risks are in accepting investment direction can go a long way
toward determining whether client direction is appropriate and under
what circumstances. We will discuss what the risks are and some
practical ways to mitigate them.
