Innovation & Technology Solutions Lawyer within WBD Advance at Womble Bond Dickinson (UK) LLP | Innovation | Legal Transformation | Legal Technology | Legal Operations | AI | Knowledge | DEI | Neurodivergent
?? A huge congratulations goes to Womble Bond Dickinson's Neil Long, who's been named in the eprivateclient 50 Most Influential list for 2024! ? Read more about his achievement and our Private Wealth practice ?? https://ow.ly/Flrs30sza28 #PrivateWealth #PrivateCapital
Passionate in-house recruiter finding the best business services and Private Wealth staff for Womble Bond Dickinson (UK) LLP
?? A huge congratulations goes to Womble Bond Dickinson's Neil Long, who's been named in the eprivateclient 50 Most Influential list for 2024! ? Read more about his achievement and our Private Wealth practice ?? https://ow.ly/LyXB30szcak #PrivateWealth #PrivateCapital
?? A huge congratulations goes to Womble Bond Dickinson's Neil Long, who's been named in the eprivateclient 50 Most Influential list for 2024! ? Read more about his achievement and our Private Wealth practice ?? https://ow.ly/NWTA30szbWQ #PrivateWealth #PrivateCapital
Can you believe we're already through the first quarter of 2024? If you resolved to get more involved with Lake County business leaders this year, we have you covered. See how to meet our investors & support local economic development in the process: https://hubs.li/Q02m6B5N0
Gerber Kawasaki is proud to celebrate another recognition from the Los Angeles Business Journal! Congratulations to GK Managing Partners Matthew Iantosca, CFP?, Zachary Bainter, CFP?, and Elijah Souza, CFP?, on being named 2024 Leaders of Influence: Wealth Managers in LA. We are so proud to have each of you leading our team and helping build the next generation of advisors on the foundation of honor, integrity, and respect. #LABJ #Finance #WealthManagers The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.
I'm very excited to welcome Bill Whitt to the Datos Insights wealth management team. As a strategic advisor, Bill will put his robust analytics capabilities and insights and industry experience (Charles Schwab, CME Group, Northern Trust) to work on behalf of our clients. Upcoming areas of focus include goals-based investing and the evolving role of the financial advisor. #data #insights #innovation #digital #wealthmanagement #financialplanning #goals #portfoliomanagement #billing #fintech #investments #strategy #advice #retirement #privatebanking #financialwellness #bigdata #AI #genAi
We are thrilled to announce the appointment of William Whitt as the newest strategic advisor on our Wealth Management team. Welcome Bill Whitt! Please consult our press release here: https://bit.ly/47xlCcR
Institutional Investment Advisor | Award-Winning Author of Investing in U.S. Financial History
Hetty Green: Wall Street’s Long-Forgotten Queen **************************************** "People who are honest nowadays are accused of being mad." HETTY GREEN **************************************** Her enemies referred to her as the witch of Wall Street, which was a moniker that could not be further from the truth. The reality was she was among the most talented investors in US history (if not the most talented). She was also modest, honest, and charitable, which was so foreign to stock operators in the lawless markets of the Gilded Age that it was mistaken for witchcraft. For those who missed the webinar, please feel free to join in. In the second half, Michelle Seitz explains how she resurrected many of Hetty Green’s virtues to drive her rapid ascent in the investment profession.
Did you know that Henrietta (Hetty) Green (1834-1916) was among the most successful investors in U.S. financial history? Hetty navigated the volatile markets and fickle monetary currents of the Gilded Age, profiting during both the peaks and troughs, while most of her male contemporaries amassed and subsequently lost their fortunes. Some called her the richest woman in America; others deemed her the Witch of Wall Street. ?Explore her extraordinary life with Mark Higgins, CFA, CFP?, Index Fund Advisors, Inc. and Michelle Seitz, MeydenVest Partners. Watch the session on-demand now and gain insights into the life of this iconic investor. Thank you to Financial Women of San Francisco and 100WF's California, North committee for making this virtual session possible. Lauren DiCerbo Jennifer Ries Sarah Manasevit Sasha Burstein Erika Cramer Melanie Gaeta Sharon Hayman, CFA Allyson Johnson, CAIA Maria Joseph Marianne O Wendy Richards Nicola Spence, JD, PhD Meera Srinivasan Jennifer Weir, CFP? Mary Jo W. #100WF #womeninfinance #finance #wallstreet #hettygreen https://lnkd.in/eNUupaEU
Dive into our latest case study, where we interview Imelda Jones, visionary director of relationships and enrolment we’re discussing everything you’d wish to know about Impact Futures and our great partner, The Order of St. John Care Trust and the relationship we have built over a number of years. Click the link below to read the article in full. https://lnkd.in/ePdCvWfU #ImpactFutures #StJohnsCareTrust
There is a reason why Senior Wealth Advisor Spuds Powell has received so many awards and recognition throughout his career. Let him help grow your wealth to where you want it to be. Why Our Clients Choose KAR: https://bit.ly/4aRHmm9 https://bit.ly/3WiiVKa #wealthmanagement #investing
Dynamic marketing professional with a strong record of boosting revenue and brand visibility through strategic digital marketing, recognized for leadership, creativity, and expertise in emerging digital trends.
The latest Marcum LLP -Hofstra University CEO Survey has just been released, and political uncertainty is now at the forefront of CEOs’ minds as they navigate the complexities of the upcoming year. Click to view more of their concerns. #AskMarcum #MarcumHofstraCEOsurvey
Defer taxation, invest wisely, and elevate the strategy. If you're interested in improving your results just reach out!
2 disclaimers: 1) These are two Americans having a discussion, so be aware that I am not giving investment advice here. 2) Scott Galloway actually says some interesting things about the topic of investing, the thumbnail is very misleading, this is not the typical Galloway video about how 'young people are unhappy'. If there should be a third disclaimer please let me know in the comment section. https://lnkd.in/gwjMcNFq
