Leads one of Citi's most successful wealth management teams with $1.3 billion in AUM and $9 million in annual revenue. The CFP leads the team's planning and investment committee.
A Fed rate cut is a virtual certainty, but the size of the cut is still uncertain. Most easing cycles have ended in recession, but there are reasons for optimism.
Whether it’s interest rate cuts and inflationary concerns or investor concerns about formerly hot tech stocks, money is moving into gold stocks and REITs.
Jenny Abramson and Heidi Patel have signed up investors such as Melinda French Gates and UBS for their third Rethink Impact fund, boosting assets under management to more than half a billion.