Insights

Our team is connected with leading experts in all areas of wealth management, including investment management, tax planning and more. In addition to being regularly featured in national media outlets, we have the below insights available for you:

Lunch and Learn

Watch as Mary Ann Laudicina, Chair of the Addams Circle, interviews President and CEO, Cindy Miller and CFO & CIO, Janet Zelenka, RU grad from 1980, current Trustee and founding member of the Addams Circle. Hear their thoughts on leadership, authenticity, and how to show up every day for your company, your colleagues, and, most importantly, yourself.

Watch