The Latest

Jeremiah Cruit is the chief information security officer at ThreatX.

Gary Schauer is an associate with Point B, an integrated management consulting, venture investment, and real estate development firm.

Clayton Lin is an associate with Point B, an integrated management consulting, venture investment, and real estate development firm.

It may seem like your interests are aligned but there could be conflicts.

Discounted cash flow valuations have become popular, but untangling the formula can be challenging.

Heavily weighting any single stock has the potential to make a portfolio more volatile.

Lukasz Kozinski is a senior consultant with Point B, an integrated management consulting, venture investment and real estate development firm. He has expertise in solving complex functional and technical problems in systems implementations, system assessment and process improvement.

Hannah Berson is a principal with Point B, an integrated management consulting, venture investment and real estate development firm. She has consulting expertise that spans more than two decades in financial services, telecommunications and media and healthcare industries.

Richard Bloch is principal at Digital Healthcare I/O. He has more than 30 years of systems and software engineering experience. While at Microsoft, Bloch led feature development and earned numerous awards for applications. Through his engineering companies, Business Learning Incorporated, and Digital Healthcare I/O, Mr. Bloch’s systems and software expertise includes human-computer interaction (HCI) design and development, modeling, simulation and visualization (MS&V), and ISO and agile management practices across Government (various DoD agencies and the FAA), aerospace, satellite engineering, and healthcare technology domains.

Commissions and cash-sweep revenue jumped by more than a combined $100 million in 2018 — even as the parent firm’s longtime chairman left the company.