Martha Pomerantz, Partner, and Portfolio Manager highlights the firm’s commitment to client education through a range of tailored programs. These events cater to a diverse group of clients, from seasoned investors to individuals navigating new wealth, fostering financial understanding and community learning.
Key Highlights
- Servicing a broad client base, including investment professionals, entrepreneurs, and individuals managing inherited or newly acquired wealth.
- Educational events cater to a range of interests, from financial basics to advanced planning strategies.
- Programming includes the “Wise Women” series, intimate partner-led dinners, and large lectures with nationally recognized speakers.
- Regional events, like those in Minneapolis, offer local relevance and cover topics, including market outlooks and strategic philanthropy.
