Vestigo Ventures: The Art of Asking the Right Questions
It has been such an honor to be part of the Vestigo Ventures partnership since…
George Wilbanks Attends ICI Investment Management Conference 2025
Once again, the team at the ICI has created a fantastic several days of content…
Newsweek: Nationwide Economic Blackout on February 28 -- What to Know About Boycott
We plan on participating in the national consumer economic blackout on Friday,…
Celebrating Black History Month 2025: National Museum of African American History & Culture -- Making a Way Out of No Way
As our country more willingly embraces racism as a way of life and politics, we…
Ignites: Help Wanted -- Shops Seek Distribution, Investment Specialists in 2025
Our business reflects these trends, with smaller alternative managers, in…
NACD Directorship Certification
After over 20 years of Board recruiting and advisory work, including being part…
Financial Times: Happy 400th Birthday to the World’s Oldest Bond
At this time of year, I always reflect on the advice and guidance we give to…
InvestmentNews: Institutional Consultant and OCIO Snags Envestnet Director for Wealth Business
Our partnership with Clearstead has been really productive, and Jean Heath is…
The GIIN: Impact Dispatch
Great insights on sustainability from my old friend Amit Bouri. We concur that…
FundFire: Envestnet Asset Manager Network Head Jumps to Consulting Firm
This was an exciting recruitment for a great firm that is really on the move.…