Nuveen’s Weichbrodt and Williams On Diversifying Concentrated Positions With Long/Short Direct Indexing
Austin Weichbrodt, Market Leader for Private Wealth, and Spencer Williams, Direct Indexing Specialist for Nuveen, joined Julie Cooling, Founder and CEO of RIA Channel, at the GTE Wealth Forum to discuss how long/short direct indexing can help clients diversify concentrated positions without triggering significant tax consequences. Watch Now | WEBCAST – Leveraging long/short strategies to maximize tax optimization potential
