Features ESG

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 […]

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 […]

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 […]

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 […]

In East Harlem there’s a building that’s being renovated as a new model for co-living. The apartment units will be modest, enhanced by a common kitchen and ample congregating area for mostly young people trying to launch a livelihood in Upper Manhattan. Privacy and shared space at a rent more affordable than what they’d likely […]

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 […]

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 […]