PRW News

Elliot Herman speaks at the New England RIA Summit

On June 4, 2019, Chief Investment Officer Elliot Herman spoke at the New England RIA Summit on a panel entitled Carrying Out Generational Wealth Transfer. The panel discussed ways that advisors can help to manage the risks and opportunities that are created from the transfer of wealth from generation to generation. 

Lorem ipsum dolor sit amet, consectetur adipiscing elit pretium urna quis tortor consectetur et pretium elit