Our leaders' expertise spans the brokerage, custody, FinTech, SRI, and asset management industries. Contact email@example.com to request a speaker.
Steven M.H. Wallman
Folio Financial, Inc. CEO and Founder
President, Folio Institutional
Chief Operating Officer, VIA Folio
George Gay, CFP, AIF
Chief Executive Officer,
EVP of Strategic Transactions and General Counsel, Folio Financial, Inc.
Chief Investment Officer, First Affirmative Financial Network
Jan Mercer Dahms
CEO, The SRI Conference and Community
Look for Folio at seminars, trade shows, and other industry events. Folio spokespeople are available to speak at your event. Contact firstname.lastname@example.org to learn more.
Folio was founded in 2000 to help empower investors and their advisors. Since then we've created a community, including more than 400 financial advisor firms, dedicated to the fundamentals of investing.