Kevin Reed, President of our Private Client Group, discussed how this year’s Conference theme, “Leading the Way,” represents our continued pursuit to exceed client expectations through comprehensive advice, service excellence, diverse teams and integrated technology.
It was inspiring to hear from Scott Burrows, author, speaker, and former Financial Advisor. He shared his incredible personal story and useful takeaways on applying the principles of vision-mindset-grit to overcome obstacles and navigate change.
Libby Cantrill, Head of Public Policy at PIMCO, shared her 2023 political outlook. It was incredibly helpful to hear her insights and perspectives on policy and political risk, as I continue to stay informed so I can best serve my clients.
Dr. Jeremy Siegel’s shared his latest market and economic outlook at the. He explained where he sees the stock market heading in 2023 and other considerations, including the Fed, inflation, and economic data.
