Holy City Wealth Management的动态

Holy City Wealth Management转发了

查看Donald Meade的档案

Owner at Holy City Wealth Management

Just wrapped up an insightful due diligence trip to Advisors Capital Management in New Jersey last week. It was a fantastic opportunity to delve deeper into their disciplined investment process and philosophy and meet the talented team behind the firm. Looking forward to exploring potential opportunities together to help clients reach their investment objectives. Not a bad view either!

  • 该图片无替代文字
  • 该图片无替代文字
Konner G.

Internal Sales Desk Lead at Advisors Capital Management

3 个月

Thanks for joining us, Don! Was great spending some time together.

要查看或添加评论,请登录