Saving Yourself From Wall Street

Lauretta (Retz) Reeves, CFA, International Equity Portfolio Manager at Bastion Fiduciary discusses her investment philosophy.

22 min · 23. okt. 2025
episode Lauretta (Retz) Reeves, CFA, International Equity Portfolio Manager at Bastion Fiduciary discusses her investment philosophy. cover

Beskrivelse

In this episode of Saving Yourself from Wall Street, Kirk talks with Lauretta (Retz) Reeves, CFA. Retz is the International Equity Portfolio Manager and a Wealth Management Advisor at Bastion Fiduciary. Kirk and Retz discuss her extremely interesting background and her investment philosophy. #kirkkinder #savingyourselffromwallstreet #bastionfinancial #certifiedfinancialplanner #certifiedfinancialplanning #financialplanning #personalfinance #familyfinance #cfp #LaurettaReeves #RetzReeves #CharteredFinancialAnalyst #InternationalEquity #CFASociety #SirJohnTempleton

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