GENDER AND THE INVESTOR PERSONALITY (1 CE-CIMA®/CIMC®/CPWA®)
Frank Murtha, Ph.D. Co-Founder, Managing Partner, MARKETPSYCH LLC.
With the volatile market activity of the past several years, behavioral finance is of growing interest and relevance to advisors. Since 2001, the behavioral finance consulting firm MarketPsych.com has been collecting and analyzing data on Investor Personality. This presentation, by MarketPsych.com co-founder, Frank Murtha, Ph.D., will explore gender differences in investor personalities, the implications for advisors in terms of portfolio construction and relationship management, as well as practical recommendations on how advisors can work with challenging investor personality types.