
On October 16, Shannon Saccocia, CFA, Chief Investment Officer for Private Wealth, Jamie Iselin, Senior Portfolio Manager and Head of Municipal Fixed Income, and David Stonberg, Deputy Head of Alternatives, discussed current market dynamics and shared their strategies for portfolio positioning as we approach the end of the year.


Accolades
Forbes | SHOOK 2025 Top Next-Gen Advisors Best-in-State

INSIGHTS
CIO Notebook: U.S. Non-Farm Payrolls Light, Putting Fed Cut Back on the Table

INSIGHTS
CIO Notebook: Fed Still on Hold, Timing of Cuts Remains Uncertain

VIDEO
Mid-Year Check-In

REPLAY
Private Wealth Investment Outlook 3Q25

INSIGHTS
Safeguarding and Supporting Loved Ones in Mental Decline

INSIGHTS
The International Moment
INSIGHTS
Sizing Up Cryptocurrency
Accolades
Barron’s Top 100 Women Financial Advisors for 2025
MUNICIPAL BASIS POINTS
All You Can Eat
VIDEO
Holly Newman Kroft Featured on CNBC’s Money Movers July 16
INSIGHTS
CIO Notebook: Lower Services Inflation Delivers Welcome Core CPI Surprise
MARKET COMMENTARY
It Pays to Be Optimistic
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