Rob Holub and Neil Waxman served as panelists at R.I.S.E. Forum XII, an investment conference sponsored by the University of Dayton in association with the United Nations Global Compact. R.I.S.E. offers students, faculty, and financial professionals the chance to hear from portfolio managers and directors representing some of the nation's most successful applied investment and wealth management firms.
Robert A. Holub was promoted to Chief Investment Strategist; Zachary A. Abrams was promoted to Manager, Wealth Management & Portfolio Analysis; Daniel J. O'Brien joined the firm as Analyst.
Convergent Views is a web blog that will focus on general market and economic commentary while occasionally covering geopolitical events, technology, and financial planning/tax/retirement and estate planning issues. The blog will be predominantly written by Zachary Abrams, CFP® a Financial Analyst with our firm, and is aimed directly at the things we feel our clients,… Read more
Rob Holub moderates, and Neil Waxman is a panelist at R.I.S.E Forum 2011 at University of Dayton. R.I.S.E. provides attendees access to investment professionals from across the nation, who share their insight on a variety of topices such as private equity, fixed income, portfolio construction, and mico and macro economic viewpoints.