Case Studies Region: Northeast

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 […]

Paul Carlson and Thomas Fautrel – Seventy2 Capital

A one-time rising star in the Maryland House of Delegates from 1998 to 2002, Paul Carlson earned the respect of educators by spearheading such initiatives as early childhood development, smaller class sizes and teacher training, but has long since found another calling in the investment world. “What I care about is helping people, in a […]

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 […]

Michael Stafford – ASB Investment Management

It began, as so many American stories do, with risk and hard work. When John Saul arrived from Ireland in 1851, his first job involved landscaping the grounds of the U.S. Capitol, lending shape and substance to a city still in its infancy, and a nation not much older than that. Today, more than a […]

William R. Todd – Harborview Advisors

William R. Todd looks out the window of his eighth-floor office in downtown Portland, Maine, beckoning a visitor to admire the panoramic view of church steeples, brick warehouses rehabbed for modern use and the harbor where pleasure craft are safely moored for the winter among lobster boats that never rest. Come spring, there will be […]

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 […]

Aaron Daniels – Beyond Velocity

Aaron Daniels likens what he does to an elite military operation: With a hand-picked team of the best of the best, he swoops in to help companies tackle a variety of strategic and financial matters—and in the process, sets them on a trajectory for significant growth and valuation. A self-described people person and serial chief […]

Hugh R. Taylor – Taylor Wealth Management Partners

As much as technology has helped simplify investing—giving traders of all stripes instant access to global markets—there’s a flipside to all that availability: unprecedented noise. Forty years ago, when Hugh Taylor, founder of Boston-based Taylor Wealth Management Partners (TWMP), started in the business, the average holding period for a stock was 10 years. Today, it’s […]

John and Max Osbon – Osbon Capital Management

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 […]

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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.
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vol. II 2018

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