Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Mike Posey is Director of Marketing for Theta Research, Inc., a third-party performance tracking and publishing firm. Theta tracks and documents the investment performance of managed accounts, resulting in independently verified track records.
Prior to working with Theta, Mike spent more than 16 years at Halbert Wealth Management, a Registered Investment Advisor, where he participated in all facets of the analysis, selection and marketing of third-party Investment Managers.
A webcast presentation originally held on March 9, 2016 by Mike Posey as part of the CMT Association's Educational Web Series. Everyone in the investment industry is very familiar with the disclosure, “past performance is not necessarily indicative of future results.”...