It was a pleasure to help this advisory team at Rockefeller Capital brainstorm and revise their name and brand positioning, rewrite their website and infuse their updated value proposition into their revised biographies.
How Presidio Partners identified estate-plan gaps and tax-saving opportunities. I helped this advisory team draft a case study to showcase how they help clients manage and plan for liquidity events.
This magazine cover story honors the memory of Sergeant Daniel P. DiDato, the first officer to be killed in the line of duty in East Fishkill, New York's history.
Financial Advisor Merle Zislin, whose children have joined her in her practice, has been fearlessly breaking ground for women since entering the industry in the eighties. As this Morgan Stanley MAKER tells them, “If you work hard and love what you do, the rest will follow.”
This magazine cover story highlights high school senior Brayden Kuczma and his experience as captain, leading the U.S. indoor lacrosse team to win the gold. It was a thrill to interview Brayden, an aspiring engineer, and we look forward to following his career on and off the turf.
This magazine cover story shares the story of Dail Moses-Taylor and her impressive sons, David and Jonathan. Compassion is constant in their lives, driving them to help others.