2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Vice President,
Financial Advisor
As a vice president and financial advisor, he provides investment advisory services to clients, focusing on corporate retirement plans, endowments, foundations, nonprofits, and family offices. He works alongside our clients to address their present and future financial needs. Brian utilizes a full range of investment strategies to meet these needs, creating and continually evaluating comprehensive plans.
Brian joined us from Ellwood Associates—a comprehensive financial services firm— where he was a consultant. In this role, he served as the primary consultant to several Ellwood clients focusing on corporate retirement plans, endowments, foundations, and family offices. Brian also led the U.S. growth core equity manager research team and was a member of the firm’s asset allocation team. He earned a Bachelor of Arts degree in economics from the University of Wisconsin-Madison in Madison, Wisconsin.
2 months ago
In this edition of Investment Strategy, Sam Kirby of...
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The third quarter of 2022 saw rising inflation and recession...
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After three remarkable years of outsized returns in the stock...
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Rising inflation, the specter of higher interest rates, and the...