Joey Fehrman, CFA, is an Ivy League graduate with over seven years of experience in finance. He has managed millions of dollars for wealthy families and institutions for two large wealth management teams at top-tier investment banks. While there, he managed portfolios, provided financial advice, and developed profitable investment strategies.

He studied for years to become a Chartered Financial Analyst charterholder, the gold-standard designation in the finance industry. He is a native of Omaha and a graduate of the University of Pennsylvania. As an entrepreneur, investor, and author, he is committed to life-long learning and continuous self-improvement.