May 9, 2014

News & Press

Speaking Engagement: Investing in Our New Tax Reality – Ramifications for Your Clients’ Portfolios

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.

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Julie Pulda serving as panelist at With Intelligence Women’s Venture Capital Summit
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