{
Daffan Nettle

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dallas wealth management team empowers clients through transformational life events

C2 Advisors, a Dallas-based UBS team managing $1.5 billion, specializes in assisting clients through transformational life events like business sales and divorces. Led by a majority women team, they emphasize collaboration, transparency, and a diversified investment strategy, focusing on liquidity, inflation protection, and alternative investments. Their outlook remains cautious yet optimistic, particularly regarding U.S. tech equities, while advocating for simplicity in financial management.
Forbes
JPMorgan Chase & Co. USA Cindy Brown Leslie Gunawan Daffan Nettle Jay Boynton Show more
Finance & Economy, Market Report
01:00 09.01.2025
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