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Introduction to Swan Advisor Services

Tuesday, July 19, 2PM ET

Swan Advisor Services provides a comprehensive bitcoin investment platform for financial advisors –accompanied by educational content and an expert client service team to support advisors from initial onboarding through rebalancing and billing.

Introduction to Swan Advisor Services

Event Agenda

- Why Bitcoin?
- Introduction of Swan Advisor Services
- Q&A with Andy Edstrom, CFA

Panel of Speakers

Tom Lee

Sean Farrell

Head of Digital Asset Strategy

Sean Farrell is the Head of Digital Asset Strategy at FSInsight. Prior to joining FSInsight, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate with Anvil Advisors.

Tom Lee

Andy Edstrom

Managing Director of Swan Advisor Services

Andy is the author of Why Buy Bitcoin, the first and only Bitcoin book published by a financial advisor.

Tom Lee

Cory Klippsten

CEO & Founder of Swan Bitcoin

Experienced with supporting over $250M of fundraising since 2016, and as an angel has funded over 20 early-stage startups.

Get in touch

If you have questions about FSInsight or have problems with your account, please do not hesitate to send us a message. We will get back to you quickly and take care of any issues that you may have.

Office address

150 East 52nd St, 3rd Floor

New York, NY 10022

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