Our leaders' expertise spans the brokerage, custody, FinTech, SRI, and asset management industries. Contact firstname.lastname@example.org to request a speaker.
Steven M.H. Wallman
Folio Financial® 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®
Chief Investment Officer, First Affirmative Financial Network
Look for Folio at seminars, trade shows, and other industry events. Folio spokespeople are available to speak at your event. Contact email@example.com 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.