CNR's Vern Montross featured on Orion's "The Weighing Machine" Podcast

October 3, 2023

CNR Western Division Managing Director, Vern Montross, joins Orion's The Weighing Machine Podcast for a conversation on The Complexity of Managing High-Net-Worth Portfolios.

Check out the episode to hear how Vern cultivates relationships with financial advisors and their clients, as well as a deep dive on Intelligent Personalization at CNR. Vern elaborates on this concept, stating that "just because something is different or specific doesn't mean it's also optimal. So, I think of intelligent personalization as customization with intelligent awareness."

Vern also gives insight on topics such as inflation, interest rates, AI and markets. You can listen to the full episode on Spotify.

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