Community Newsletter: April Updates
Last month brought a series of meaningful moments for our firm, marked by industry engagement, leadership development, and gatherings outside the office.
BOSTON, MA
Demonstrating continued commitment to community involvement, our CEO, Eric Spindt, completed his ninth Boston Marathon in support of Special Olympics athletes and its Xtra Mile Club.
SORRENTO, ITALY
Top advisors and their families gathered in Sorrento to celebrate last year's success and recharge against one of the world’s most stunning backdrops.
BOSTON, MA
Championing progress and perspective, our Managing Partner, Dakota Brizendine, took the stage at Financial Advisor Magazine’s Invest in Women Conference as a panelist to offer her perspective on the evolving industry and the next generation of female advisors.