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Elevate Ep 75: Paul Gifford, Chief Investment Officer of Wealth Advisory Services at 1st Source Bank
What does it take to build a career defined by trust, leadership, and meaningful relationships?
In this episode of the Elevate Podcast, host Jason Ulm sits down with Paul Gifford, Chief Investment Officer of Wealth Advisory Services at 1st Source Bank, to explore his journey from working in his family's Minnesota grocery store to a leadership role in investment management.
Paul shares the lessons that shaped his career, the importance of mentorship and client relationships, and how emerging technologies, including artificial intelligence, are influencing wealth management and the client…
The skinny
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