James Penny, Chief Investment Officer at TAM Asset Management, spoke to Tiller's CEO and Co-founder, Ian Cadby, about how he and his team use WealthXcel Construct to help them manage their client portfolios more effectively.
James Penny, Chief Investment Officer at TAM Asset Management, spoke to Tiller's CEO and Co-founder, Ian Cadby, about how he and his team use WealthXcel Construct to help them manage their client portfolios more effectively.
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