I am a staff writer at Forbes covering wealth management, money and markets. Previously, I worked on the breaking news and wealth teams at Forbes, covering the stock market and billionaire wealth, respectively. Before that, I wrote about investing for Money Magazine. I graduated
Blackstone’s $80 Trillion Opportunity
With $1 trillion in assets and unrivaled returns, the private equity giant has conquered Wall Street, but its 76-year old founder, Steve Schwarzman, isn't finished. He wants total domination overseas as well— and the firm’s crown prince, Jonathan Gray, has built an ingenious weapon targeting vast amounts of global wealth.
$2 Billion Michigan-Based Stifel Team’s Recipe: Rising Dividends, Strong Cash Flow, And No Bond Funds
Alvin Spencer Jr. believes there’s no such thing as getting rich quick, but he advises you can’t be afraid to buy equities.
This $600 Million Wells Fargo Trio With A Keep It Simple Investment Approach
The senior partners of this Iowa-based team like dividend stocks and tax efficient approaches for its retiree clients.
An $8 Billion Ameriprise Team That Trains Its Advisors To Be Leaders
Long Island’s Kuttin Wealth Management's 150-person team is on a mission to spread its best practices nationally.
Balancing Behavioral Psychology And Big Picture Advice Guide This $6 Billion UBS Team
These UBS Advisors joined forces during the pandemic, to form a nationwide, high-touch boutique.