Features

Bill Tremko – USI Consulting Group

You can’t call this a mere growth spurt. USI Consulting Group (USICG) has been on a steady—sometimes dramatic—track of expansion for going on 25 years now. And it’s showing no signs of easing up; in fact, quite the opposite. The Glastonbury, Connecticut, company can attribute much of this success to the niche it has carved […]

Coastal Bridge Advisors

The resumes of the founding partners are dotted with long stretches at the biggest financial institutions where their paths had crossed in the run-up to the financial crisis of 2008. Their tenures at these big houses provided a comprehensive and hard-earned education in the financial advisory business. At the same time, they had collectively reached […]

Common Interests

It’s a most uncommon approach to financial planning and wealth management. Inclusive and holistic in ways that far transcend how other firms claim to operate, “Empowering Financial Wellness” is the mantra. But as Robert J. Goellner—CFP®,ChFC, CLU, the founder and senior partner of Common Interests in Metuchen, New Jersey—likes to say, the aforementioned procedures should […]

Dave Schaller – Delta-v Capital

You know the story. A team of tech-savvy disruptors risks all to bring their vision to the masses. They’re in it now and for the long haul, be the destination bankruptcy or billion-dollar IPO. Only, plans change. Products evolve. People grow. New opportunities arise, and these entrepreneurs may be keen to take advantage. Secondary liquidity […]

Edmon “Jake” Tomes – Level Four Wealth Management

“What else does one do with a psychology degree?” Edmon “Jake” Tomes playfully responds when asked how he came to found Level Four Wealth Management in Plano, Texas, back in 2000 at the seemingly green age of 26. Well, one thinks deeply, for starters. Which is something that seems to come naturally to the now […]

Eric D. Bailey – Bailey Wealth Advisors

His professional responsibility may be sustaining generational wealth, but that doesn’t curb Eric D. Bailey’s commitment to those not sharing in the prosperity. Indeed, the distinguished founder of Bailey Wealth Advisors in Silver Spring, Maryland, is as comfortable interacting with quasi-governmental agencies, community groups, fraternal organizations and churches in aiding the less fortunate, as he is with […]

Greg Kushner – Lido Advisors LLC

The rich get richer, it’s said. After all, it takes money to make money. While that’s no given, there’s still an element of truth to those statements, Greg Kushner would acknowledge. Only that’s no casus belli for class warfare. For while it’s Kushner’s business to further enrich the rich, the affable, well-spoken founder of a […]

Jeff Gitterman – Gitterman Wealth Management

This September 11th, hundreds will file into the United Nations (UN) Headquarters in New York City. As they walk past the 193 flags signifying the body’s constituent countries, one standard will be flown at half-mast, in remembrance of the thousands of Americans and others, killed during terrorist attacks on the Twin Towers and the Pentagon […]

Jim Higgins – Sorin Capital Management

It’s ironic, muses Jim Higgins, how supposedly savvy investors in commercial real estate have been so slow to differentiate between a couple of very basic types of retail. There’s a big difference between shopping malls and shopping centers, he notes, and while Real Estate Investment Trust equities related to these property types have both traded […]

Joanne Breault – Gallagher, Flynn & Company LLP

The word “integrity” gets tossed around a lot by businesses of all shapes and sizes. But for Gallagher, Flynn & Company LLP it’s not just jargon or a willowy concept. “We really live it,” says Joanne Breault, director of human resources for the Burlington, Vermont and Hanover, New Hampshire-based tax, accounting and business consulting firm. Offering […]

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 2018

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