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I am thrilled to also be moderating a panel at the Private Wealth Forum in Chicago this summer! This 8th Annual Private Wealth Midwest Forum is the leading event for family offices, RIAs, wealth managers, private banks, and asset managers in the region. We will be discussing “New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking” In a market environment shaped by higher interest rates, low growth, and greater volatility – investing in non-traditional assets has gained popularity in diversified portfolios. And with so many options to choose from, how can investors navigate this landscape and find strategies that align with their portfolios? Key questions that our panel of experts will aim to answer: • The 60/40 portfolio of tomorrow and using alternatives to make it resilient • How can private wealth investors assess the risk-adjusted returns of alternative investments compared to traditional asset classes? • What role does regulatory compliance play in alternative investments, and how can investors say ahead and navigate compliance obligations? We look forward to collaborating with you!

I’m honored to be named as one of the top 100 in America in Forbes’ Top Next-Gen Wealth Advisors, as well as being named to the top 10 in New York City in their Best-in-State Next-Gen Wealth Advisors list. https://lnkd.in/eP-Z58e4 https://lnkd.in/eFdqHf-U Forbes’ Top Next-Gen Wealth Advisors and Best-in-State Next-Gen Wealth Advisors rankings are each based on the 12-month period ending March 31 of the year in which the ranking is published and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see https://lnkd.in/e5SPv4E8

I am honored to moderate a panel at the 5th Annual Private Wealth DC Metro Forum on March 21st. Joining me will be an esteemed group of financial professionals: Blake Millard, CFA®, Michael Levitsky, CFA®, CAIA®, Jim Polk, C. W. Smead, CFA, and Will Cazalet, CAIA. I look forward to discussing their insights on the panel topic, "The Equity Equation: Evaluating Impact on Portfolios."

CFP Board’s youngest-ever Chair, Matthew B. Boersen, CFP®, CFA has made workforce development and increasing diversity in financial planning his top priorities. Check out his interview with Citywire’s Alec Rich for insights on his term and what’s ahead for the financial planning profession: https://lnkd.in/eCEVSnkT  #FinancialPlanning #CFPConnections24 

For this week’s #VanguardThrowbackThursday, we’re going back in time to the year 1984. Pictured is Vanguard Appraisals' former Vice President Bob Dungan. Learn more about Vanguard Appraisals at https://goo.gl/SxSZPs. #VanguardThrowbackThursday

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Excited to be speaking at Bloomberg’s The Future Investor: Harnessing Innovation Amid Volatility event in Dallas on October 1. I’m looking forward to joining Bloomberg's Diksha Gera, Goldman Sachs’ Scott Mueller, & the Texas Stock Exchange’s Nicole Chambers to discuss the exciting opportunities for investors in today’s markets and how Wealthfront leverages technology to help meet our clients’ needs. https://lnkd.in/gWbSEjtN Disclosures: This communication is from an employee of Wealthfront Corporation. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront Advisers or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC.

In this episode of Financial Life Cycles hosted by Her Wealth by Colony, The Colony Group's Kristina Kadeli Saunders, CIMA®, CFP®, Senior Portfolio Manager, speaks with Christine Crigler, CFP®, CPWA®, Wealth Advisor, who shares her insights on setting yourself up for success as you enter the workforce and begin your professional journey. Watch the full video here: https://lnkd.in/eg5itR7N #Yourwealth #professionaldevelopment #financialliteracy #professionaljourney #careersuccess #financialeducation #womenandwealth #herwealth

Do you know someone who’s worked in wealth management for less than a decade, but is already making a difference? Here’s how to nominate a colleague — or yourself — for our 2024 Rising Star awards. #RisingStars2024 #wealthmanagement #financialadvisors

Check out this Q&A with Word in Black, where Wells Fargo's Wealth & Investment Management's Clarence Nunn shares career advice, his thoughts on diversity and inclusion, what it means to have an authentic voice, and more.