Austin Poirier, MSFP, CFA, volatility, others

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 which reviewed the landscape in terms of what investors are doing – or not – to change the way they invest because of tax ramifications.