Great to be where the action is today with the team at the Money Management Institute’s Annual Conference in Charlotte. A big shout out to conference Co-Chair Kara Julian (she sparkles!) and the entire conference committee for excellent content so far. It has been wonderful to give an in-person thanks to all the MMI members who helped us in our recent recruitment of the Senior Managing Director to lead the Clearstead Advisory Solutions customized tax-advantaged managed account business. Watch this space for the announcement on our successful candidate in a couple of weeks. And always an honor to spend time with one of the deans of the solutions investment world, friend, former client, and former MMI Board member, Roger Paradiso!
