Nerd's Eye View
SEPTEMBER 28, 2022
Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households.
Walkner Condon Financial Advisors
JULY 27, 2023
Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. We expect very limited disruption for our clients.
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Walkner Condon Financial Advisors
MAY 12, 2023
Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. We expect very limited disruption for our clients.
Brown Advisory
NOVEMBER 5, 2021
We recognize these factors are creating concern for many of our clients and, in some cases, a feeling that it is imperative to act before December 31. The disruption caused by the coronavirus led (in some cases, forced) some clients to make meaningful changes in their living and working arrangements.
Brown Advisory
OCTOBER 6, 2020
Matters of racial and environmental justice are important to us and to our clients, and we have always considered these factors as part of our ESG research and our process for evaluating investments. Its management and executive compensation plans are also tied to factors related to racial equity.
Brown Advisory
OCTOBER 6, 2020
Our firm has intentionally expanded its focus on sustainable investing over the past decade—in part because we believe it helps us make better investment decisions, and in part because we believe it helps our clients make a positive impact on the world with their capital. And Part of the Problem.
Zajac Group
MARCH 3, 2023
The more deliberately a company can structure its executives’ performance share metrics, the better it can align executive incentives with its particular values and vision. PSAs may also be combined with more traditional RSUs and/or stock options that vest over time, to round out a robust executive compensation package.
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