October 22, 2024

News & Press

Julie Pulda speaking on panel at Invest in Women Symposium

Senior Impact Investment Manager Julie Pulda will attend the Invest in Women Symposium in New York City, hosted by Impax Asset Management. She will speak on a panel titled “Endowment, Foundation, and Family Office Approaches to Aligning Mission with Investments.”

Recent Insights

Kelly Lora Ewart serving as panelist at UHNW Institute Symposium
Head of Marketing Kelly Lora Ewart is serving as a panelist at the UHNW Institute Symposium in New York City. The panel, titled “The Evolving Needs & Key Trends of the UHNW Family: Why Providing Integrated Wealth Management for Families of Wealth is Mandatory for the Firm of the Future,” will explore how wealthy families […]
November 14, 2024
The Election.
It matters. Just be cautious of repositioning an investment portfolio as if you know exactly how it matters. The people have spoken. At 5:34 AM The Associated Press declared Trump the winner of Wisconsin’s 10 electoral college votes, enough to push the former President past the 270-majority mark. While probably not officially meeting the definition […]
November 6, 2024
Family Wealth Alliance Young Professionals Award Recipients
We are proud to announce that Alexa Carbone and Jessica Minty have received the 2024 Family Wealth Alliance Young Professionals Award. The 2024 Young Professionals Awards honor the family wealth industry’s rising stars under 40 who have demonstrated success in their careers and made significant contributions to the industry. Judging panels make choices based on […]
October 31, 2024