Managing Director - Branch Director, Private Client Group, Senior Portfolio Manager - Portfolio Focus
I am very proud to be recognized as one of Forbes/SHOOK Best-In-State Wealth Advisors in 2020 and 2021. I am pleased to be a part of this respected group—because it means I’m serving my clients well.
With cities around the world facing increasing environmental pressures and infrastructure needs, the final article of the SusTech series focuses on metropolises that use high-tech solutions to manage the challenges of urbanization in the 21st century. As these Smart Cities enable urban sustainability, the companies and industries at the forefront of this transformation should see long-lasting channels of growth. Read the full economic outlook in the latest edition of Global Insight.
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Supply chain problems are a source of concern and underpin inflation pressures. We examine root causes, and discuss the impact on the equity market.
While the U.S. debt ceiling gets headlines, we examine the key issues for investors in global energy markets and central banks’ inflation policies.
ESG can essentially be used as a launchpad for discussing how family wealth can have real impact on the pressing global issues of our time.