Features

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. […]

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 […]

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 […]

“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 […]

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 […]

“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 […]

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 […]

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 […]

Plenty of wealth management firms talk up their multi-generational approach to client accounts, of being able to connect and work with centenarian and millennial alike. For the Jennings family, that knack is more than a bullet point in a brochure; it’s how the business is run. Based in Atlanta, Clear Investment Research (CIR) is led […]

Experience and fresh ideas are a good mix in any business, maybe especially so in finance. That seems to be the case at Boston-based Osbon Capital Management, run by the father-and-son team of John and Max Osbon. John, the 66-year-old patriarch, honed his financial acumen at various blue-chip investment houses before opting to start his […]