More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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The manager is still recovering from losses that started in 2015, when his main fund fell 20%, and deepened with a record 34% decline three years later.
July 1
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Pam Lacy is an HR Coach with Paychex, serving as part of a team of more than 600 HR consultants that advise 52,000 clients daily on a wide range of HR issues
July 1
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Sandy Galuppo is a managing director at Boston Private, assisting high net worth individuals and families manage their wealth through personalized financial planning services. He also helps executives of public corporations, partners at professional service firms and venture/private equity partners integrate the complexities of their executive and partner compensation into their overall financial plan. An expert in planning around concentrated stock positions and other equity compensation for over 20 years, Sandy has supported the education, planning and financial wellness needs of corporate benefit programs at some of the nation’s largest publically-traded companies.
July 1
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Caitlin Kennally is the Director of Wellness Program Consulting with Health Advocate, a leading health concierge and benefits solutions company.
July 1
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The central bank is now the third largest holder of the $54 billion iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD).
July 1
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Seamus Donoghue is vice president of sales and business development at METACO.
July 1
