On October 18 we hosted a webinar featuring Shannon Saccocia, CFA, CIMA, Chief Investment Officer – Private Wealth, in conversation with Joe Amato, President and CIO—Equities, Jamie Iselin, Senior Portfolio Manager and Head of Municipal Fixed Income. The team discussed their outlook for the final innings of 2023, as well as their thoughts on the current headwinds unfolding in the markets.
We were also joined by Stephanie Luedke, Head of NB Private Wealth, who shared the latest happenings at the firm.
VIDEO
Holly Newman Kroft Discussed the Character of the Current Market
INSIGHTS
CIO Notebook: With Inflation in Line, Focus Shifts to Jackson Hole
Accolades
Forbes/SHOOK 2024 List of Top Next-Gen Wealth Advisors Best-in-State
MARKET COMMENTARY
Change Becomes July’s Constant
INSIGHTS
CIO Notebook: August Brings Volatility – But Will It Last?
INSIGHTS
CIO Notebook: July Payrolls Underwhelm as Fed Holds Firm
INSIGHTS
CIO Notebook: Powell Pushes Toward a September Cut
INSIGHTS
Neuberger’s Stephanie Luedke: How Being Myself Made Me a Better Leader
VIDEO
Kantor Group Q2 2024 Roundtable – Topics Driving the Financial Markets
INSIGHTS
Financial Literacy for the Next Generation
INSIGHTS
U.S. Election: The Policy Choice
INSIGHTS
Estate Planning for Art and Collectibles
INSIGHTS
A New Era for Small Caps?
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