Description
Todd Mercer, founder and Managing Partner of Mercer Wealth Management, discusses how utilizing “a la carte” technology has allowed him to increase his level of service across the board. He goes deep on how and why Mercer incorporated alternatives into client portfolios, and his outlook on the evolution of the industry.
We sat down with Dr. Shay Harris-Pierre, a certified Financial Therapist and consultant with a Master’s degree in Marriage and Family Therapy, and a PhD in Counselor Education and Supervision. Dr. Shay’s work focuses on supporting advisors in strengthening their relationships with their clients...
Published 11/18/24
Jonathan Foster, President and CEO at Angeles Wealth Management, has a created a stratgic vision for his firm that taps into his deep understanding of family wealth dynamics and the unique wealth management needs of ultra-high-net worth families and individuals. As co-founder of Angeles Wealth,...
Published 10/24/24