Swan Advisor Services Introduction - July 2022
Tuesday, July 19, 2022
2:00PM ET
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Swan Advisor Services provides a comprehensive bitcoin investment platform for financial advisors –accompanied by educational content and an expert client service team to support advisors from initial onboarding through rebalancing and billing.
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Key Topics
Panel of Speakers
Sean Farrell AC
Head of Digital Asset Strategy
Sean Farrell is the Head of Digital Asset Strategy at Fundstrat, where he leads the firm’s research on crypto markets and blockchain innovation. He is a frequent guest on Coinage and FinTech TV and other crypto-focused media outlets. Sean’s market insights and forecasts have been featured in major publications including MarketWatch, CoinDesk, Barron’s, and Yahoo Finance. Before joining Fundstrat, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate at Anvil Advisors. Sean holds a B.S. in Finance from Lehigh University.
Andy Edstrom
Managing Director of Swan Advisor Services
Andy is the author of Why Buy Bitcoin, the first and only Bitcoin book published by a financial advisor.
Cory Klippsten
CEO & Founder of Swan Bitcoin
Experienced with supporting over $250M of fundraising since 2016, and as an angel has funded over 20 early-stage startups.
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