Download - #107: Leadership Chat: Portfolio Management With Robert Di Iorio & Jeffrey Lynn

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Absolute Return Podcast

Business:Investing

#107: Leadership Chat: Portfolio Management With Robert Di Iorio & Jeffrey Lynn

2020-12-28

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In today’s episode, we welcome special guests Robert Di Iorio, VP and Portfolio Manager, and Jeffrey Lynn, Associate Advisor, from Di Iorio Wealth Management of RBC Securities. We talk about:

-their background in investing and how he landed a position at RBC

-how technology is changing their roles as advisors and their main value-add as wealth managers

-aspects of growth investing that resonates most with their clients and common investor mistakes

-their view on Tesla stock and their best investment opportunities for the next 10 years