Investment Committee Chair
CurrentHelp affluent clients and organizations with the management of their wealth and financial resources. This includes investment consulting, advanced planning (taxes, estate planning, charitable giving), reserve management and relationship management.Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss.