Director of National Accounts at Anchor Capital Advisors LLC & Multi-Family Real Estate Investor
If you’re in the Tampa area come on down to the RBC Managed Solutions Symposium and visit Anchor Capital at booth #56. Let’s talk about how our value-based managed account strategies can help your clients navigate market volatility!
Director of National Accounts at Anchor Capital Advisors LLC & Multi-Family Real Estate Investor
Looking forward to reconnecting with old colleagues and creating new relationships this week at the MMI Summit.
The 2024 #MMISummit kicks off tomorrow! The investment advisory industry’s most senior business leaders from asset managers, wealth managers, and solutions providers will convene in Aventura, FL for 2 days of elevated perspective, thought-provoking insights, and small peer-to-peer discussions. Safe travels, attendees! #assetmanagement #wealthmanagement #advisorysolutions #investmentsolutions #leadership
Colin Schleifer reposted this
Director of National Accounts at Anchor Capital Advisors LLC & Multi-Family Real Estate Investor
I look forward to seeing old friends this week and for the opportunity to make new ones.
Welcome to the Live Music Capital of the World! Attendees, we hope your trip to Austin, TX was easy. We're excited to welcome you and kick off the #MMIAnnualConference this afternoon! We have a full and exciting program in store for you today. Check it out here: https://lnkd.in/exARP7Y2
Colin Schleifer reposted this
Anchor Capital Advisors LLC was honored to be a sponsor for this years leadership breakfast in support of the Susan F. Smith Center for Women's Cancers. https://lnkd.in/eKT3WwvJ Alison Goodrich, CFP®, Nicole Napolitano, Erika Hart
Colin Schleifer reposted this
40 years ago, it was a family-owned anchor from an old sailing ship. Today, it symbolizes a brand our client can count on. We're honored to celebrate Anchor’s 40th anniversary with our team and clients! Together, we have built a legacy around commitment to service and charting a smoother passage for investors. We’re looking forward to the future and continuing our amazing journey! https://lnkd.in/gD8htM-Q #financialadvisors #financialservices #anniversary
Retired Seasoned Business Development and Strategic Accounts Relationship Manager
11moI hope your conference participation goes well. As for me, I am on the tennis court today, Thursday and Saturday. I hope all is well with you and your family.