On the Road:
Catching up with RIAs in NYC and New Jersey
By Isaiah Green • Nov. 26, 2019
I’ve returned to New York City, where three RIAs share their end-of-year plans, from diversifying their portfolios to ramping up ESG efforts.
After three weeks of back-to-back flights to Austin, Montevideo and Los Angeles for our Citywire retreats, I temporarily retired my luggage and loaded up my transit pass for some local meetings in the suburbs of New York City.