Innovative Strategies From The Best Minds in The Business
Expert insights to meet your clients’ wealth preservation, tax, retirement, estate and business planning challenges.
We stay on the cutting edge of investment ideas, products and tax legislation to meet the investment management and estate planning needs of our clients.
Our team is comprised of specialists, industry leaders, nationally acclaimed speakers, and authors on the full spectrum of financial services.
Hiring Our Heroes
Our firm is veteran owned and operated and is committed to giving back to the men and women who serve the United States on our behalf. We discovered the Hiring Our Heroes Corporate Fellowship in 2019 and immediately began interviewing and placing veterans through the Hiring our Heroes program in 2019. Since then, we have had three veterans intern with our firm and made job offers to everyone. Full-time positions are available at each of our locations.
We accept interns year-round from a wide variety of US colleges and universities in both paid and unpaid positions. Our internship programs are customized to the individual student and geared toward the type of job the student is seeking upon graduation. The majority of our interns choose to stay with us full time after graduation; however, for those that decided to pursue other ventures, we have helped them to get offers from major investment banks and private equity firms in the NYC area.
Our most recent interns have come from Vanderbilt, Wake Forest, William and Mary, New York University, Boston College, University of Florida, University of North Carolina, among many others.