Marcum Wealth CIO Michael McKeown talks enhancing client relationships with investment advice in new interview with Ohio Society of CPAs
Ohio Society of CPAs
By Jessica Salerno-Shumaker
Investing is as easy as finding an app on your phone, but CPAs have an opportunity to add value to client relationships when they can offer investment advice.
“We’re in a world where everybody is an investor,” said Michael McKeown, CPA, chief investment officer at Marcum Wealth.