You can HEAR the joyful smile across Lee Clay’s face by the end of this episode… as he navigates Sam and Steph through his career path from theatrical actor, to long-time independent film producer, to his current position (with no end in sight) as a financial advisor, specializing in sustainable and long term impact investing. A conversation about investments has never felt so warm and fuzzy. Listen as Lee impresses his personal identity shift from film producer to socially conscious investment advisor. S&S have never felt more sure who they should invest with for their families future.
Regatta Capital: www.regattainvest.com
Lee's contact: lee@regattainvest.com.