Dave Hanson speaking at Boston Private Markets Meeting

Partner & Senior Client Advisor Sheila C. Lawrence will serve as a panelist at the Connections Conference 2025 hosted by the CFP Board. The session, titled “Values Based Financial Planning: Navigating Wealth with Purpose,” will explore the multidimensional nature of legacy – from defining what it means for your clients to leave a meaningful mark, […]

October 6, 2025

Michael P. Chimento, Principal & Senior Investment Director, will attend the Private Debt Investor New York Forum. He will serve as a roundtable host on the topic of “How to include niche strategies in the portfolio,” and will also speak on a panel titled “Evolving landscape of fund structures in corporate credit.”

September 16, 2025

Dave Hanson, Senior Research Manager, will speak on the state of U.S. Real Estate at the Boston Private Markets Meeting in Boston, MA.

June 18, 2025