CI BDF named a best place to work by InvestmentNews

 
Posted3/5/2021 2:39 PM

ITASCA -- CI BDF Private Wealth has been recognized as a 2021 Best Places to Work for Financial Advisers by InvestmentNews.

BDF was chosen as one of this year's top 75 firms based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.

 

"Our culture is unique because we live it top to bottom," said Chad Carlson, BDF's president and co-chief investment officer. "Culture, communication and living the mission and vision of our firm always comes through."

BDF LLC, operating as CI BDF Private Wealth, is a private wealth management firm that provides personalized investment management and financial planning from offices in Itasca and Chicago. It manages approximately $4.5 billion in assets for business owners, individuals and families, and institutions.

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