On April 23 we hosted a virtual event with Shannon Saccocia, CFA, Chief Investment Officer, Private Wealth, in conversation with Doug Kramer, Head of Institutional Equities and Multi-Asset Class, and Ashok Bhatia, CFA, Co-Chief Investment Officer of Fixed Income, where they discussed shifting dynamics in the markets and how they might impact the quarter ahead.
INSIGHTS
CIO Notebook: Fed Holds Steady, Sets the Stage for a September Showdown
INSIGHTS
Energy Beyond the Crisis: Seven Themes to Watch
INSIGHTS
Private Credit: An Emerging Silver Lining
INSIGHTS
Political Outlook: If You Feel Exhausted Now…
INSIGHTS
Clients Are Asking: The Estate and Gift Exemption, Charitable Contribution Limits and More
INSIGHTS
Sustaining Effective Stewardship of Family Capital
INSIGHTS
Market Outlook: Rallying Through Resistance
MUNICIPAL BASIS POINTS
Smart Shopping: Focusing on Yield and Selection in a Mixed Environment
VIDEO
Holly Newman Kroft Featured on CNBC’s Squawk on the Street July 20, 2026
Accolades
Barron’s Top 100 Women Financial Advisors for 2026
INSIGHTS
CIO Notebook: Softer CPI Puts the Focus Back on September
MARKET COMMENTARY
June Brings Stock Rotation as Fed Holds Firm
VIDEO
Holly Newman Kroft Featured on CNBC’s "Squawk on the Street" June 29, 2026
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