Austin Poirier, a Senior Investment Advisor at Ballentine Partners, moderated a panel discussion at the East Coast RIA Investment Forum hosted by Institutional Investor that took place on May 9-10, 2013 at the Charles Hotel in Boston. The session reviewed the landscape in terms of what investors are doing – or not – to change the way they invest because of tax ramifications.
Ballentine Partners, LLC | 781-314-1300 | [email protected]
© Copyright 2021 Ballentine Partners, LLC. All rights reserved.
FOR DETAILS OF HOW ANY SURVEYS REFERENCED ABOVE WERE CONSTRUCTED, PLEASE REFER TO OUR DETAILED DISCLOSURES IN EACH LISTING. THE SURVEYS DO NOT IMPLY ANYTHING ABOUT A PARTICULAR CLIENT'S EXPERIENCE OR INVESTMENT RESULTS WITH BALLENTINE PARTNERS.