Features Region: Northeast

James Zahansky and Laurence Hale – Weiss, Hale & Zahansky Strategic Wealth Advisors

Est. reading time: 5 mins

Do the little things right and the major pieces will fall into place. It’s a formula that can apply to most any endeavor, and is a big part of the playbook for Weiss, Hale & Zahansky Strategic Wealth Advisors in the northeast Connecticut community of Pomfret Center. “Plan well, invest well, live well” is how […]

Joshua Kohn, CFA – Silkworth Capital Partners

Est. reading time: 4 mins

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 […]

Jeff Gitterman – Gitterman Wealth Management

Est. reading time: 5 mins

On September 11th, hundreds filed into the United Nations (UN) Headquarters in New York City. As they walked past the 193 flags signifying the body’s constituent countries, one standard flew at half-mast, in remembrance of the thousands of Americans and others, killed during terrorist attacks on the Twin Towers and the Pentagon 17 years ago. […]

Jim Higgins – Sorin Capital Management

Est. reading time: 5 mins

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

Est. reading time: 4 mins

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 […]

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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.
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LATEST EDITION

vol. I 2020

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