4 Reasons to Teach Your Child to Give this Christmas

By Michelle Connell, CFA | 2 min read “It is more blessed to give than to receive.”  As Christmas quickly approaches and you’re purchasing final gifts for your children and loved ones, have you stopped to consider the gift of giving?  Research reveals that for children, receiving too many gifts increases destructive behavior, lowers self-esteem […]

A Look Back: 2019 Marcus Evans Private Wealth Management Summit

By Michelle Connell, CFA | 2 min read I had the honor of serving as chairperson for the Marcus Evans Private Wealth Management Summit in Orlando, December 2-4. The Marcus Evans Summit brought together leaders from America’s top single and multi-family offices and investment boutiques from across the globe. A premium, invitation-only event, the Summit […]