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CFA Society of Dallas-Fort Worth is proud to present Charterholder Chatter – a podcast focused on investment professionals.

Join host Paul Olschwanger as he chats with local and national investment legends about a variety of topics including AI, cybersecurity and risk, ESG, and more.

Jan 12, 2023

How in the world do you squeeze 20 minutes of conversation with a marketing legend in our industry who has spent over 4 decades helping asset management firms and their people grow? Jackie Charnley is universally known for her caring personality, success with clients, and radiant smile that is contagious even on a zoom call. She is Chairman of the consulting firm, Charnley & Rostvold, which helps investment management companies and institutional consultants with their marketing strategies, working with CEOs, CIOs, sales, and marketing teams.

Areas of expertise include marketing plans, competitive positioning, key messages, and presentation development. A graduate of the University of California at Irvine, Jackie has been a frequent speaker at industry events and served on numerous professional boards. Our podcast talks about the importance of soft skills for investment professionals, changes to prepare for, her excitement for innovation, and the benefits of diverse people and their independent voices. 

Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.