Brown Advisory

DECEMBER 2, 2015

Such preparation may take many forms—such as regular family meetings to discuss financial matters and involvement of descendants in management of the family’s charitable endeavors. But the key to success is clear, consistent communication. By Mark Kodenski, Private Client Portfolio Manager. Anchoring Expectations.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52

Sara Grillo

JULY 8, 2022

Others that require a more detailed response will either get forwarded to a teammate (financial planner or portfolio manager) who can research the answer, or scheduled to my calendar later in the day when I can focus on a response or call the client directly. Most emails only require a quick reply, which I’ll take care of right away.

Financial Advisor 59

Financial Advisor Financial Planner Clients Financial Planning 59

Brown Advisory

JUNE 1, 2023

Large-Cap Sustainable Value Strategy bgregorio Thu, 06/01/2023 - 09:27 Download the Report Built on our long history of expertise in large-cap, value and sustainable investing, the U.S. Michael Poggi, CFA Mike is the portfolio manager for the Large-Cap Sustainable Value Strategy. Introducing the Brown Advisory U.S.

Portfolio 52

Portfolio Valuation Investing Investments 52

The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. And until they decide to communicate a different message, that’s what the market is going to continue to follow. That is what the Fed is operating off of.

Portfolio 130

Portfolio Investing Investments Numbers 130

Sara Grillo

APRIL 11, 2022

I maybe had 5000 downloads and that was Jack Bogle, and so now we’re getting 30-35000 downloads a month, and it’s increasing every month, so it just takes time. His name is Ken carbo and its Liberty Capital Management up in Birmingham. CFA designation, correct. SARA GRILLO, CFA: Things.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

JULY 18, 2023

 The transcript from this week’s, MiB: Tom Wagner, Knighthead Capital Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: This is data, voice, communications no matter where you are on the globe.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

OCTOBER 17, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They understand that, they recognize it and you know, we’re always communicating with them to sort of help them through those periods. He is portfolio manager at Orbis Holdings.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

OCTOBER 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. You communicate very clearly and candidly about the risks. You know, you talked about return, but talk about the risks as well to manage expectations.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

The Big Picture

MARCH 14, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And so that makes it more difficult for them to manage portfolios like they used to. You know, it used to be that the financial advisor was also a portfolio manager.

Economy 162

Economy Investing Investments Portfolio 162

Indigo Marketing Agency

MARCH 24, 2025

AI-powered tools are transforming various facets of advisory businesses, including client engagement, portfolio management, compliance, and more. Still relying on manual processes for client communication, research, or scheduling? And it is especially relevant in the context of the Great Wealth Transfer.

Financial Advisor 52

Financial Advisor Compliance Communication Wealth Management 52

The Big Picture

JANUARY 14, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. The transcript from this weeks, MiB: Brian Hurst, ClearAlpha , is below.

Management 147

Management Investing Investments Assets 147

The Big Picture

JANUARY 27, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. And I think the, the, the communications was the big part.

Assets 147

Assets Insurance Management Investing 147

The Big Picture

JULY 15, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify , YouTube , and Bloomberg. Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. At the time, I ran a Mexican peso denominated portfolio, believe it or not.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

The Big Picture

DECEMBER 17, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. In addition to being a portfolio manager and running a number of mutual funds and ETFs, he is just a world-class technology investor who understands the sector like few other people do.

Engineering 130

Engineering Numbers Investing Investments 130

The Big Picture

JULY 31, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Bloomberg , Google , and YouTube. RITHOLTZ: The communication was bad also.  The transcript from this week’s, MiB: Liz Hoffman on Crash Landing , is below. RITHOLTZ: Right. Just the science was bad.

Retail 130

Retail Government Economy Economics 130

The Big Picture

NOVEMBER 25, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:19:11 [Speaker Changed] The, the challenge is always the transition from the uptrend to the downtrend, which is why you have portfolio managers and allocators arguing who’s responsible.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

FEBRUARY 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. That explaining that process and communication to people built confidence. I’m the portfolio manager and I’m actually the only portfolio manager.

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Management Investing Investments Economy 294