Features Region: Northeast

Zurich North America Life

There’s a startup feel at Zurich North America Life’s headquarters in New York City, where Patrick J. Carty’s responsibilities as general counsel seem to evolve daily. Zurich North America Life is part of the 146-year- old Zurich Insurance Group headquartered in Zurich, Switzerland. In 2010, Zurich expanded its well established and respected 108-year-old property casualty […]

GYL Financial Synergies

While honoring each client’s confidentiality, Gerald B. Goldberg has anecdotes aplenty about the issues a household may face should the most fiscally savvy member die or become incapacitated by age, illness or injury. All too often, that person has been remiss in sharing his or her knowledge with their spouse, partner or beneficiaries. But if […]

Genesis Capital Group

Dino Dionne loves getting stuck in traffic. The honking horns, the inching crawl through the concrete canyons of Manhattan—none of it fazes him. Once the classical music is cued, all the day’s demands seem to vanish. In their place, Dionne brings the bigger picture into focus. What is our firm’s role in the wider financial […]

Beirne Wealth Consulting Services

Beirne Wealth Consulting Services (BWC) very nearly has an A-to-Z list of the causes and organizations it supports—from the American Cancer Society to the Make a Wish Foundation to YMCA Strong Kids. These wide-ranging philanthropic endeavors seem a testament to the Connecticut-based firm’s core principle that corporate responsibility isn’t an obligation—it’s fundamental. “We believe that […]

Bargmann Hendrie + Archetype Inc.

If there were any dissent from the rest of the legal world, it seemed muted in 2016, when the Boston Business Journal stated that the new Goodwin offices may be “the nicest law firm space in the country.” The case seemed closed indeed, for there was much about these offices at 100 Northern Avenue—designed by […]

American Portfolios Financial Services Inc.

In 2011, at the height of the Occupy Wall Street protests, Lon Dolber took a walk down to Zuccotti Park in Lower Manhattan. Over the preceding days, thousands of demonstrators had gathered in and around the mostly concrete common to voice opposition to what they saw as a financial system run amok. Ever the conversationalist, […]

Kevin Naughton – SandsPoint Capital Advisors

Stunned by the Great Recession and forced into cost-cutting mode a decade ago, Morgan Stanley turned to outsourcing many of its most critical functions and turned a lot of heads in the process. For if the multinational investment bank was doing it, other companies reasoned they could do so as well, some entrusting their administrative […]

Scott Freund – Family Office Research

Even the most capable business person might need assistance when it comes to managing his or her wealth for the long term. To that Scott Freund can well attest. For the easy-going president and founder of Family Office Research in Bethesda, Maryland, has many successful business people and respected professionals among his clientele. When Freund […]

Michael P. Murray, AIF® – Peabody Wealth Advisors

A significant number of his longtime clients being up there in years, Michael P. Murray was most gratified in July, when an organization dear to his heart, North Shore Elder Services, was promoted on billboards and social media by the Peabody Area Chamber of Commerce as part of its Chamber for Good program. For Murray, […]

Peter Robbins – H.M. Payson

You turn the TV off and walk away, trying not to think about what you’ve just heard: Another 600-point drop in the Dow; another panel of talking heads imploring you to sell. After a few minutes of nervous pacing, you put in a call to the firm managing your portfolio. You’ve been talked off this […]

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.

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vol. V 2018

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