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Gerard Brennan has more than 35 years of experience in the municipal bond industry in evaluations, brokering, trading, sales, underwriting and operations. He is the author of Chapter 27, “Municipal Bond Evaluations,” in The Handbook of Municipal Bonds by Frank Fabozzi. A former president and member of the board of governors of the Municipal Bond Club of New York, he launched and remains involved with its annual industry panel series. Brennan is a graduate of Iona College.
October 30
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Heather Wilde is chief technology officer at ROCeteer, and a technology blogger with the ISACA.
October 30 -
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Ryan Gratias is a consultant with Point B, an integrated management consulting, venture investment and real estate development firm.
October 30 -
Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.
October 30
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There’s a fix, but many firm owners are reluctant to make the investment.
October 29
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Ermotti last week outlined how the bank is seeking to win over American billionaires by boosting recruitment.
October 29
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There were 53 new billionaires in the U.S. this year, and 14 of them were women.
October 29
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Thanks to strong organic growth, small RIAs are growing slightly faster than their larger counterparts.
October 29
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The speed at which clients can onboard has helped digital firms fuel an explosion of new discretionary accounts — often with less staff.
October 29
