Features Wealth Management

Bill Tremko – USI Consulting Group

You can’t call this a mere growth spurt. USI Consulting Group (USICG) has been on a steady—sometimes dramatic—track of expansion for going on 25 years now. And it’s showing no signs of easing up; in fact, quite the opposite. The Glastonbury, Connecticut, company can attribute much of this success to the niche it has carved […]

Benjamin E. Allen – Parnassus Investments

The company was ahead of its time, Benjamin E. Allen remarks with a chuckle. Maybe so far ahead of its time—like 20 years—that prosperity came much later. For it seems that even in progressive San Francisco, the concept of socially responsible investing was a very acquired market trend when Parnassus Investments opened its doors in […]

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 […]

Brodie Cobb – Presidio Capital Advisors

Brodie Cobb opines that mergers are like marriages—not all are built to last. That said, all seems blissful with the 2016 coming together of Tiedemann Advisors and Presidio Capital Advisors, a subsidiary of The Presidio Group that Cobb founded in 1997. While remaining as chief executive officer of The Presidio Group, Cobb is a board […]

Richard Todd – Innovest Portfolio Solutions

It’s undeniable: Selfishness is a common human trait. This is why Innovest Portfolio Solutions has such stringent standards for its employees—the Denver-based wealth management firm seeks out those its leaders identify as “stewards.” The exemplary team member is a “man or woman for others; they think of themselves last,” says CEO and co-founder Richard Todd. […]

Steve Barimo, Andrew Mehalko – AM Global Family Investment Office

While the markets continued with steady growth in January and February, capping off more than a productive decade, AM Global Family Investment Office took a measured approach to serve its client families. Based in West Palm Beach, Florida, the firm works with families who have created substantial wealth, and a few who are on their […]

Coastal Bridge Advisors

The resumes of the founding partners are dotted with long stretches at the biggest financial institutions where their paths had crossed in the run-up to the financial crisis of 2008. Their tenures at these big houses provided a comprehensive and hard-earned education in the financial advisory business. At the same time, they had collectively reached […]

Rubenstein Partners

For many investors, figuring out where that money wound up can feel like chasing a wild goose—one where the golden egg happens to be your life’s legacy. Such is the way of today’s financial services sector, where even seemingly straightforward strategies can wind up mired in shady assets and faraway funds. But what if you […]

Tamara Surratt – Legacy Family Office

A seasoned and savvy wealth adviser with an MBA from Gulf Coast University, Tamara Surratt works with multigenerational families, from the wealth creators themselves all the way to the youngest generations, to help families preserve and grow their wealth. Engaging the entire family is important because, statistically, the odds are against families hoping to pass […]

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 […]

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