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Firm Highlights

    • May 5th - 7th
      David Garff will be at the IMCA National Conference in Boston.
    • May 5th - 7th
      David Allen will be attending the New York City Ignite National Conference. Follow the action on Twitter with the hashtag: #NatCon14.
    • February 24th - 26th
      David Garff and David Allen will be attending and participating at the Global Trends RIA event in Las Vegas, Nevada.
    • February 20th
      Brad Jensen and David Allen will be attending the Raymond James "Real Ideas in Real Time" event at the Ft. Lauderdale Embassy Suites.
    • December 12th
      David Garff will be participating in “The Way Forward: A BlackRock Virtual Conference”. 25+ high-level speakers discuss what’s in store for 2014.
    • November 18th
      David Garff was quoted in the Wall Street Journal’s piece (link here):
      “Europe Stocks Seem Cheap”

Additional Firm Highlights