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RFP Processes for Investment Advisors

Updated: Nov 5


Closeup of a hand using a mobile phone with the screen showing stock graphs

Listen in as Marc Rand talks with Susan Farrar, Chief Operating and Financial Officer at the Santa Cruz County Community Foundation, and CCA Senior Advisor Bert Feuss about the processes of an RFP search, and the important role that an Investment Consultant plays at a Community Foundation.


Part 1


Part 2


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