Mr. Sean Heberling, CFA is President of Marion Street Capital, a boutique investment firm. He is a Director at the CFA Society of Philadelphia, a member Society of the CFA Institute, the preeminent organization for Finance professionals. The CFA Institute is currently spearheading an initiative to encourage young women to pursue careers in Finance, an […]

Holly Wade is the executive director of the NFIB Research Center, where she has 17 years of experience conducting original research on the small business sector focusing on small business economic conditions, business operations, and public policy issues impacting small firms. She produces NFIB’s monthly Small Business Economic Trends publication, the Covid-19 Small Business survey […]

William R. “Bill” Kennedy, Jr. is a Founder, CEO, and Chief Investment Officer of RiskBridge, an independent, privately held investment advisory firm. RiskBridge provides outsourced chief investment officer (OCIO) solutions, investment advisory, and private wealth management to private endowments, insurers, financial advisors, and individuals. He oversees and is responsible for the firm’s investment decisions and […]