Joachim Klement is a trustee of the CFA Institute Research Foundation and Head of Investment Research at Fidante Partners.
He has also worked as the Chief Investment Officer at Wellershoff & Partners and held key roles at UBS Wealth Management, including leading their Strategic Research team and Equity Strategy.
With over 20 years of experience navigating market cycles—from the tech boom and bust in the late ’90s to the Covid-19 market downturn—Joachim shares his insights as a financial advisor and investment strategist, helping institutions and individuals make better investment decisions.
In this session, we discuss his latest book, The Seven Mistakes Every Investor Makes and How to Avoid Them, where he provides practical advice to help investors steer clear of common pitfalls in the stock market.
Joachim Klement
Book
Amazon : https://amzn.to/3aTdKp8
Harriman-House: https://www.harriman-house.com/7mistakesinvestor
Blog
https://blogs.cfainstitute.org/investor/author/joachimklement/
klementoninvesting.substack.com
Contact
Twitter: https://twitter.com/JoachimKlement?s=20
Linkedin: https://www.linkedin.com/in/joachim-klement-3b357a/
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