Our CIO provides an update on economic trends we’re watching in her latest podcast. As the US starts to reopen and equity markets fluctuate, do you feel optimistic? Listen now for her review.

As global economies reopen, skeptics of Wall Street and main street remain concerned. In this week’s CIO Update Shannon Saccocia discusses trends and what the data is saying. Is economic recovery on the horizon?

In this week’s Family Office Connections podcast, we discuss work from home technologies and corresponding investment trends during COVID-19. Listen now.

In our CIO Update this week Shannon Saccocia discusses the overlooked activity happening in China. As reopening occurs, but restrictions continue, there is a lot to watch when it comes to the region. Listen now to part one in a series of commentary on the impact of tensions in China.

In this week’s Family Office Connections podcast, we discuss the executive search industry and best practices in family office human capital management. Listen now.

Technology stocks have had a wild ride over the past two decades. History is often a reminder of the importance of diversification. So what’s the path forward for investors in this sector? In our CIO Update this week, Shannon Saccocia takes a closer look at technology. Listen now.

In this week’s Family Office Connections podcast, we discuss the state of philanthropy and what the industry might look like in a post-pandemic world. Listen now.

Hear best practices, risks and opportunities for family offices looking to directly invest.

Are you experiencing market sentiment whiplash?  While investors have been feeling the stark pessimism and exuberance of the market, our CIO Shannon Saccocia provides a perspective on the last two months and the challenges that haven’t yet been priced into the market. Listen now.