Brown Advisory

MAY 4, 2020

We brought in a colleague who provides specialized municipal finance advice to a number of our clients, to help us drill down on the college’s debt structure. Accounting: The client has outsourced its accounting infrastructure, and we now maintain a more direct day-to-day communication channel with the client's accountants.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Indigo Marketing Agency

JANUARY 24, 2024

She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication. Connect with Peter on LinkedIn to learn more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Brown Advisory

SEPTEMBER 4, 2019

challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . We brought in a colleague who provides specialized municipal finance advice to a number of our clients, to help us drill down on the college’s debt structure. client: COUNTY-FOCUSED COMMUNITY FOUNDATION. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Indigo Marketing Agency

JANUARY 24, 2024

She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication. Connect with Peter on LinkedIn to learn more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

ClearMoney

DECEMBER 5, 2021

General government debt tends to be a larger number than central government debt held by the public, as the former includes intragovernmental holdings and state and local government debt. General Government Debt” (indicator). United Kingdom Debt Management Office. US Department of the Treasury (2021).

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

2General government debt tends to be a larger number than central government debt held by the public, as the former includes intragovernmental holdings and state and local government debt. 3General government debt from OECD (2021). 4Central government debt from International Monetary Fund (2021).

Government 52

Government Commission Economics Distribution 52