01.09.2025
Marquette Views on 2025 Traditional Investments Outlook Featured on Nonprofit News
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
On Thursday, September 28, Ryan P. Tracy, CFP® will be speaking at the Colorado RIA Summit hosted by Portfolio Summits in Denver, Colorado.
Ryan will be moderating the opening panel at the event entitled, “Market Outlooks & Opportunities,” described as follows: How are RIAs positioning, managing risk, and growing client portfolios in domestic and global markets? Panelists will discuss current market trends and how RIAs can take advantage of opportunities to best serve their clients.
The second annual Colorado RIA Summit is a meeting of 100+ independent registered investment advisors based across Colorado and its neighboring states for a day of insightful panel discussions, presentations, Q&A, and networking. For more information, visit the event webpage.
01.09.2025
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
02.14.2025
On April 9–10, Greg Leonberger, FSA, EA, MAAA, FCA, Jessica Noviskis, CFA,
07.17.2024
On Tuesday, October 29, Ryan P. Tracy, CFP® will be speaking at the 8th Annual Private Wealth Mountain…
07.30.2024
On Thursday, September 5, Ryan P. Tracy, CFP® will be speaking at the Colorado RIA Summit hosted by…
07.25.2024
On Tuesday, August 14, Evan Frazier, CFA, CAIA will be speaking at the 8th Annual Private Wealth…
05.09.2024
On Wednesday, July 24, Ryan P. Tracy, CFP® will be speaking at the Denver Private Active Exchange hosted…
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