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portfolio manager

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family office investing wealth

Five executives at family offices: Where they’re putting money now

Domestic and global uncertainty has left them maneuvering carefully, managing risks and finding bright spots here and there

June 12, 2024
Wealth

neil kumar FEA family office

‘Spreadsheet nerd’ expanded his toolbox to better serve HNW clients

Learning people skills enabled portfolio manager Neil Kumar to ask better questions about clients’ needs and goals

July 11, 2023
Fundamentals

CPA financial advisor wealth manager

No, CIMA isn’t a beverage. Know your flavours of financial advisor

Here are a few common titles and designations held by wealth management teams, starting with FEA

September 26, 2022
Wealth

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