Features Region: Northeast

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 […]

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 […]

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 […]

G. Benjamin Bingham – Scarab Funds

To become a successful wealth manager, one needs to understand the financial landscape—where it’s fertile, where it’s barren and how to cultivate strong long-term yields. For Ben Bingham, the analogy hits a bit closer to home—and his current work. After decamping from Yale University to England’s Emerson College in 1970, ostensibly to avoid being drafted […]

Joshua Kohn, CFA – Silkworth Capital Partners

When we think of the world’s infrastructure—its highways and wires, pipelines and airports—there’s a tendency to see it as something to be fixed, and as much a burden to our lives as it is a boon. Josh Kohn sees infrastructure in a different light. “These are investments, and potentially very good investments, that we’re starting […]

Covenant Wealth Strategies

Covenant Wealth Strategies is eager to give back to the community that has blessed them in so many ways. “We consider it a privilege to support our community and serve those around us,” says G. Ward Keever IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA, president and CEO of Covenant Wealth Strategies. Keever founded Covenant […]

GYL Financial Synergies

While honoring each client’s confidentiality, Gerald B. Goldberg has anecdotes aplenty about the issues a household may face should the most fiscally savvy member die or become incapacitated by age, illness or injury. All too often, that person has been remiss in sharing his or her knowledge with their spouse, partner or beneficiaries. But if […]

Genesis Capital Group

Dino Dionne loves getting stuck in traffic. The honking horns, the inching crawl through the concrete canyons of Manhattan—none of it fazes him. Once the classical music is cued, all the day’s demands seem to vanish. In their place, Dionne brings the bigger picture into focus. What is our firm’s role in the wider financial […]

Beirne Wealth Consulting Services

Beirne Wealth Consulting Services (BWC) very nearly has an A-to-Z list of the causes and organizations it supports—from the American Cancer Society to the Make a Wish Foundation to YMCA Strong Kids. These wide-ranging philanthropic endeavors seem a testament to the Connecticut-based firm’s core principle that corporate responsibility isn’t an obligation—it’s fundamental. “We believe that […]

American Portfolios Financial Services Inc.

In 2011, at the height of the Occupy Wall Street protests, Lon Dolber took a walk down to Zuccotti Park in Lower Manhattan. Over the preceding days, thousands of demonstrators had gathered in and around the mostly concrete common to voice opposition to what they saw as a financial system run amok. Ever the conversationalist, […]

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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