NEWS AND INSIGHTS | REPLAY

Private Wealth Investment Outlook 1Q24

January 16, 2024

On January 11 we hosted a virtual event with Shannon Saccocia, CFA, CIMA, Chief Investment Officer – Private Wealth, in conversation with Jamie Iselin, Head of Municipal Fixed Income, and Greg Spiegel, Portfolio Manager, Small Cap, where they discussed their thoughts on potential headwinds and opportunities for portfolios.

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