Inside the Advisor's Playbook: Portfolio Strategy with Jen DeSisto

Inside the Advisor's Playbook: Portfolio Strategy with Jen DeSisto

December 2, 2025 · 21 min · Episode 28

About this episode

In this episode, Greg Friedman discusses modern portfolio construction with Jen DeSisto.

Is your portfolio is truly diversified? In this episode of Peachtree Point of View, Peachtree Group CEO Greg Friedman sits down with Jen DeSisto, Chief Investment Officer at CW Advisors, for an honest conversation about modern portfolio construction.

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