Features

Jack Salzman – Kings Point Capital Management

When it comes to the finer things in life—a brilliant diamond, a top-shelf glass of scotch—having an “old-school” approach is usually considered a good thing. The term implies a certain reverence for tradition, an air of expertise often lacking in today’s increasingly automated, derivative-driven world. Jack Salzman wonders why wealth management should be any different. […]

Jaime Orvañanos – WeWork

Whenever Jaime Orvañanos visits one of his company’s far-flung offices, he always takes time to look around. Throughout the space, he sees architects and graphic designers, writers and engineers. Some work collaboratively; others on their own. The verve seems contagious; the air alive with ideas. Then it’s off to the next city, to Buenos Aires […]

James R. Thompson – Cavender’s

Garth Brooks has friends in the right places, some of them at Cavender’s Boot City on Central Expressway in Plano. Seems that the king of country rock wanted to look especially sharp last year in Dallas, and the long tour had been wearing out his stage garb. Being very familiar with Cavender’s—he’d shopped at their […]

James Schenck – PenFed Credit Union

He’s long felt an affinity for Puerto Rico, the island’s residents so often volunteering for the armed services just as a younger James Schenck did as an Army aviation officer. Serve those who serve you, he emphasizes in his capacity as president and CEO of the PenFed Credit Union in McLean, Virginia. And how Puerto […]

Javier Oroz Coppel – AXA México

“A System of Lessons Learned” is how Javier Oroz Coppel refers to the repository that he and his in-house team are compiling of the judicial rulings and case law that AXA México has dealt with in recent years. Whatever the outcome is in a case, there’s always something to be learned, he reminds from the […]

Jessamyn Norton – Spinnaker Trust

The investment world can be intimidating—even indecipherable—for many people. All those shifting indexes and charts; rising and falling percentage points; trusts, estates and tax brackets; acronyms galore. But Jessamyn Norton finds it both fascinating and invigorating. The chief investment officer and senior vice president and principal for Portland, Maine-based Spinnaker Trust never tires of following […]

Jim Campbell – Adventec Manufacturing Inc.

The path to progress can be overlooked by disproportionate attention on something else, necessary as it might be. Case in point, says Jim Campbell: the internal combustion engine. It’s been powering what used to be called the horseless carriage since the latter part of the 19th century and getting more efficient all the time. But […]

Jim DeCarlo – StratWealth

“What’s your next?” A simple question, perhaps, but one that’s been known to stump a lot of otherwise smart folks who may not know just where they are going or what their holdings may enable them to do in life. That’s OK, assures Jim DeCarlo, the chief executive officer of Maryland-based StratWealth who helps clients […]

Jim Higgins – Sorin Capital Management

It’s ironic, muses Jim Higgins, how supposedly savvy investors in commercial real estate have been so slow to differentiate between a couple of very basic types of retail. There’s a big difference between shopping malls and shopping centers, he notes, and while Real Estate Investment Trust equities related to these property types have both traded […]

Joanne Breault – Gallagher, Flynn & Company LLP

The word “integrity” gets tossed around a lot by businesses of all shapes and sizes. But for Gallagher, Flynn & Company LLP it’s not just jargon or a willowy concept. “We really live it,” says Joanne Breault, director of human resources for the Burlington, Vermont and Hanover, New Hampshire-based tax, accounting and business consulting firm. Offering […]

Testimonials

My experience with the team at Vision was great. Their professional and courteous staff took every opportunity to make the production of our article a real pleasure. From the initial contact, through the interview and all the way into production, the process was easy and fun. On behalf of the members of Anza Electric, thank you for highlighting what we do here to make rural living and cooperative membership more valuable in our community and across the country.
– Kevin Short, General Manager, Anza Electric Cooperative Inc.

LATEST EDITION

vol. III 2019

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