The Latest

  • James Pruskowski is the CIO and co-founder of 16Rock, a full-service asset management firm specializing in Municipal Bonds. He leads the firm's flagship 16Rock Municipal Opportunities Fund LP, a long-short hedge fund, as well as the firm's long-only Separately Managed Account (SMA) client business.

    Mr. Pruskowski spent nearly three decades at BlackRock starting in 1994 shortly after the firm was founded, when it had only 50 employees and $25 billion in assets under management. He was a Managing Director, Portfolio Manager, and Head of Municipal Bonds, Institutional & Wealth Management. Mr. Pruskowski was a member of the management committee and led a team of 58 investment professionals, driving strategic growth initiatives and innovation. He has a proven track record over multiple investment cycles and award-winning performance.

    Before focusing on municipal bonds, Mr. Pruskowski was a multi-sector taxable fixed income portfolio manager. He was instrumental in launching BlackRock's Financial Institutions Group, which has grown into the world's leading insurance asset management business. He provided a wide array of services in balance sheet management, analytics, capital markets, and portfolio construction to banks, insurance companies, and official institutions worldwide. Mr. Pruskowski began his career in Risk & Quantitative Analytics as a risk analyst and programmer, playing a key role in the development of what is now known as BlackRock Solutions.

    Mr. Pruskowski is a thought leader and content expert, known for his diverse skills, experience, and energetic, detail-oriented, and structured approach. His hands-on, can-do attitude drives results. As an industry advocate with strong brand awareness, he frequently speaks publicly, engages with the media, and collaborates with clients. He possesses a unique talent for understanding, designing, and clearly explaining markets and complex concepts in an accessible manner.

    June 6
    James Pruskowski, chief investment officer at 16Rock Asset Management
  • Tax

    The timing of restructuring will be critical, though, thanks to its significant tax implications.

    June 6
    cannabis-wiki-357.jpg
  • Paul Wnek is founder, CEO and principal solutions architect at ExpandAP, a 14x certified Salesforce B2B solutions architect, founder and CEO of Coalescence Cloud (Salesforce Consulting Partner) and Salesforce certified AI associate.

    June 6
    Paul Wnek of ExpandAP and Coalescence Cloud
  • Tax

    The freedom of working remotely while traveling the world doesn't include freedom from tax compliance issues.

    June 6
    Remote Partner flying
  • High-earning participants in the expanding universe of retirement plans offer a wellspring of potential clients for firms and advisors.

    June 6
    Cindy Dash
    Broadridge, Retirement and Workplace division
  • Concurrent Financial Planning brings academic gravitas to its growth plans under the firm's founder Preston Cherry and his wife, Managing Partner Eiman Osseilan.

    June 5
    Concurrent Financial Planning founder Preston Cherry and his wife, Managing Partner Eiman Osseilan
  • The St. Louis-based brokerage is also encouraging representatives to become Certified Financial Planners as it experiments with fee-based fiduciary business models.

    June 5
    Chubak and Edward Jones credit Adobe Stock:JHVEPhoto.jpg
  • Tax

    The Internal Revenue Service is turning to artificial intelligence to help select tax returns to audit and narrow the tax gap, but it needs to use this new technology consistently and transparently, according to a new government report.

    June 5
    irs-building-engraving.jpg
  • Hagit Levy-Shalev is an associate professor in the Stan Ross Department of Accountancy in the Zicklin School of Business at CUNY's Baruch College.

    June 5
    Hagit Levy-Shalev
  • The White House has vetoed a bill that would have repealed a measure requiring custodians of crypto assets to count them as liabilities on their balance sheets.

    June 5
    biden-joe-lectern.jpg