Fire Capital Management

Our COO & Director of Social Impact, Alyssa (Farrelly) Heath, recently joined the AiP (International Association of Advisors in Philanthropy) Board of Directors! The mission of AiP is to inspire and equip wealth advisors, philanthropic advisors, and communities of allied professionals to build their practice and support their clients’ philanthropic priorities. AiP members are professionals with a special interest in philanthropy, who provide independent, unbiased advice to their donors/clients to enable them to connect their wealth to what they value through inspired giving to transform communities around the world. #aip #philanthropy #wealthmanagement https://lnkd.in/gHZaSRUG

Check out our latest blog - The Failure Heard Round the World: Portfolio Management Lessons from CrowdStrike’s Recent Failure. Written by our Director of Investment Strategy, Kelsey Syvrud, PhD highlights the risks in tech reliance and the need for diversification and risk management in investing. #wealthmanagement #AI #CyberSecurity #Investing Read here: https://lnkd.in/g8W_-_pa

We are proud to share that William J. Reynolds has been selected as a member of the CFA Society San Francisco Young Leaders Council! #CFA #CFASocietySanFrancisco #WealthManagement

The U.S. economy shows resilience despite high inflation and interest rates, buoyed by AI and fiscal stimulus, but risks still remain. Read more in our Q3 Market Commentary - Resilience Amidst Growing Uncertainty, written by Michael J. Firestone, CFA. #wealthmanagement #inflation #AI https://lnkd.in/ghQZDK-q

AI is revolutionizing philanthropy, from enhancing fundraising and impact measurement to improving operational efficiency. Check out our latest blog, written by Alyssa (Farrelly) Heath, to learn how as AI becomes more mainstream, nonprofits and donors can maximize their impact and utilize AI-powered solutions to address global issues. #AI #Philanthropy #Nonprofits #WealthManagement Read here: https://lnkd.in/gVp4w6YS

Great insights at the Private Wealth Northern California Forum this week! Michael J. Firestone, CFA was part of the "Opening Bell: The Next 6 Months at a Glance" panel hosted by Markets Group in which pressing issues such as inflation, recession, and market uncertainty were discussed. #wealthmanagement #RIA #privatewealth

Our Managing Partner, Michael J. Firestone, CFA, participated on the "Opening Bell: The Next 6 Months at a Glance" panel at the 8th Annual Private Wealth Northern California Forum hosted by Markets Group. Check out his brief interview that highlights some of the key takeaways from the panel discussion.

We had a wonderful time at the San Francisco Foundation's Professional Advisors Luncheon in May. Michael J. Firestone, CFA was recently appointed co-chair of the SFF's Professional Advisors Council and is looking forward to continue investing in the future of the Bay Area. #sanfranciscofoundation #wealthmanagement #wellbeing

Dive into our latest blog, written by William J. Reynolds, about his personal experience in the world of wealth management, so far. He talks about his lessons learned, challenges faced, and his journey ahead. #wealthmanagement https://lnkd.in/g2w2B2UU

Our Chief Operating Officer and Director of Social Impact, Alyssa (Farrelly) Heath will be moderating a #CFA webinar next Tuesday, May 21st! Make sure to register for the “Philanthropy in Wealth Management: A Conversation about Donor Advised Funds”webinar here - https://lnkd.in/esa_EhnE #wealthmanagement #philanthropy