DirectAdvisors is proud to announce our first video podcast! We were excited to have Matt Boyle, Director of Operations at CEFEX, as our first guest. Matt spent a few minutes speaking with DirectAdvisors’ Chief Investment Officer, Jeff Ricchiuti, on CEFEX certification — what it means, how it benefits our clients, and what the CEFEX process involves.
To watch the full video podcast, please click on the link below:
If you have any questions on CEFEX or CEFEX certification, please reach out to us at [email protected] or 518-362-2119.