Features February 2019

Chilton Trust

It’s an interest shared by the firm and its clients. Investments in the Environmental-Social-Governance (ESG) markets that some folks might be surprised to discover would be of such high priority to the very well-to-do. Well, they shouldn’t be so surprised, says Louisa M. Ives, the personable and energetic managing director and head of external manager […]

Gitterman Wealth Management

At first glance, Jeff Gitterman’s 2019 agenda reads more like a jetsetter’s itinerary than a business calendar. There are the high-powered conferences in San Francisco, Milwaukee, Portland, Austin, Seattle and Washington, D.C. He is currently in talks to host a show on Asset TV to educate the public and other advisors on the morals and […]

Passed Pawn Advisors

Long before he opened his own hybrid advisory in 2012, Igor Tsukerman had a knack for identifying trends, sometimes being so far ahead of the herd that his previous employers would disregard his investment assessments. And, not infrequently, they would come to regret it. Such was the time when he headed the proprietary trading technology […]

Testimonials

We worked with Nick Randall of Equity on a cover article about our CEO at wealth management firm, Lido Advisors. The experience from start to finish was extremely professional. The article was well written and the finished product looks terrific. Really puts the firm in a great light.
– Greg Kushner, Lido Advisors

LATEST EDITION

vol. I 2019

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