Features Wealth Management

Alex Mostovoi – New York Private Bank & Trust

Est. reading time: 4 mins

In the high finance world, it’s not unusual for a wealth management firm to invest millions in a promising company. It’s how the process happens—and what ensues—that distinguishes the shrewdest operators and betters the odds for sustained growth. So explains Alex Mostovoi who, as part of Emigrant Partners’ four-member executive team, helped steer $10 million […]

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 […]

Josh Reidinger – Warren Averett Asset Management

Est. reading time: 4 mins

Josh Reidinger will never forget sitting in the mud-brick home in Rwanda—meager, dark, no electricity or running water—hearing a mother tell him that his family had given her a miracle; that they had saved her child. It didn’t click with him at first that she meant it literally. The $38 his family had been sending […]

Passed Pawn Advisors

Est. reading time: 5 mins

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

Est. reading time: 5 mins

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 […]

Kyle Burns and Rob Rikoon – The Rikoon Group

Est. reading time: 4 mins

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 […]

Covenant Wealth Strategies

Est. reading time: 4 mins

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

Est. reading time: 5 mins

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

Est. reading time: 6 mins

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

Est. reading time: 4 mins

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 […]

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 2020

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