Portfolio Management Sales Strategic Planning 
The Big Picture
MAY 6, 2025
Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. Wall Street tries to make things more complicated because it has to justify the, the sales commission and if, but things really are not so complicated.
Brown Advisory
FEBRUARY 23, 2022
Speakers: Brad Dunn, Portfolio Manager; Brian Copeland, CPA, Tax Manager, Realize Moderator: Meredith Shuey Etherington, Portfolio Manager MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues.
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Brown Advisory
FEBRUARY 23, 2022
Speakers: Michael Aldrich, Global Head of Operational Security; Rebecca Sugarman, Chief Human Resources Officer; Craig Standish, Head of Boston Office Moderator: Victor Abiamiri, Portfolio Manager. . Planning for Your Liquidity Event and Beyond. MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs.
Brown Advisory
SEPTEMBER 1, 2015
During the year through July, retail sales increased only 2.4% E-commerce is especially threatening to retailers, where digital sales totaled $300 billion last year with annual growth of about 15%. Richard Gamper, Strategic Planning Analyst, Brown Advisory. . By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager.
Brown Advisory
APRIL 1, 2016
While some clients satisfy their cash needs from the income generated by their portfolios, most subscribe to a “total return” approach, which involves occasionally selling securities to supplement the portfolio’s income stream, particularly when cash yields are low as they are now.
The Big Picture
AUGUST 20, 2024
We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. And so that then led to the sale of that business in the late 1990s to Credit Suisse. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what?
Indigo Marketing Agency
MARCH 24, 2025
AI-powered tools are transforming various facets of advisory businesses, including client engagement, portfolio management, compliance, and more. By reducing meeting preparation and documentation time from an hour to just 5-10 minutes, advisors can allocate more time to personalized client interactions and strategic planning.
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