Financial Advisor


MAY 2019

Are You Up to Date on the Latest Market Moves?

Harkening back to the days of final exams and all-night cram sessions, Doug Cohen, managing director, portfolio management, shares this month’s market outlook and analysis in the form of a multiple-choice quiz. Sharpen your pencils and test your knowledge of what propelled the markets in the first quarter of 2019.

JULY 2017

The Modern Family Office is the Multi-Family Office

Lisette Cooper highlighted why high net worth families are seeking economies of scale to get the most out of the family office structure