CIO Shana Sissel, CAIA weighs in on how we are guiding our clients through these turbulent times this morning on Cheddar Inc.
Our CIO Shana Sissel, CAIA weighs in on how we are guiding our clients through these turbulent times this morning on Cheddar Inc.
CIO Shana Sissel, joins TD Ameritrade Network to discuss market volatility.
Our CIO Shana Sissel, CAIA joined TD Ameritrade Network to discuss market volatility. Have we seen the bottom? Take a listen to Shana’s thoughts.
Is Schwab Blocking Broker Breakaways?
CEO, Stephen Greco and Managing Director, David Tsow are quoted in this article regarding how Schwab handles former advisors and the companies who hire them.
Citywire RIA Future 50
CEO, Stephen Greco, is quoted in Citywire Magazine in their inaugural Future 50 report.
CityWire Magazine: Is the RIA industry morphing into the brokerage biz?
CEO, Stephen Greco, is quoted in Citywire Magazine on the topic of the RIA industry becoming too much like the brokerage business.
Thrive Global: “Cut through the noise”, with Stephen Greco and Dr. Ely Weinschneider
CEO Stephen Greco is interviewed by Thrive Global as part of their series on “How extremely busy executives make time to be great parents”.
CityWire Magazine: Illinois RIA sets sights on $500m AUM after hiring spree
Stephen Greco’s Spotlight Asset Group has been on a recruiting spree in an attempt to gain national coverage.
Interview with CityWire RIA Magazine: My Model Portfolio
Our CEO Stephen Greco discusses Spotlight’s Investment Philosophy in an interview with City Wire RIA Magazine for their April 1st edition.
Crain’s Wealth Manager Roundtable
Spotlight CEO Steve Greco recently participated in a roundtable discussion about the wealth management industry that was conducted by Crain’s Custom Media, a division of Crain’s Chicago Business, a leading weekly business newspaper published by Crain Communications....