Devin Condron, private wealth advisor and managing director of wealth management on The Condron Team.As a long-serving financial advisor for nearly 20 years, Devin Condron and his team familiarize themselves with their clients’ entire families.
After graduating from the Carroll School of Management at Boston College in 1996, Condron cut his teeth at Smith Barney in New York on its capital markets team managing equities such as options. He later joined Morgan Stanley’s private wealth management training program in 2000. "We had a client pass away and saw the value we could provide to the family in terms of continuity and understanding the full estate picture," said Condron."We worked closely with the client's other advisors to provide comfort and certainty to the family during a period of emotional stress and sadness. It was because we had already developed relationships with the family that we were able to be so effective at a critical moment for their family.
Out of the $1.3 billion assets The Condron Team has, Condron actively manages $750 million of it. He says his client retention rate remains “fairly high."
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:
Malaysia Malaysia Latest News, Malaysia Malaysia Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
How Turning Down A Nearly $1 Billion Acquisition Deal Helped Foursquare See Its 10th AnniversaryTen years after its debut, Foursquare has faded in the memory of its many former fans, yet it still receives billions of monthly visitors. Foursquare shares the secret behind Foursquare's successful pivot from social media to enterprise tech, quietly maintaining its relevancy one decade on. I look forward to getting my hands on a billi one day. The last time I checked they were in a series Z funding round, how long until they reach a profitability is what I’m curious about.
Source: Forbes - 🏆 394. / 53 Read more »
Trump's 2020 budget proposal promises paid parental leave, $1 billion childcare investmentTrump's 2020 budget proposal promises paid parental leave, $1 billion childcare investment via CNBCMakeIt MakeIt Misleading headline. Allocates no money and punts to states to manage. At the same time guts other areas (Medicare, Medicaid), leaving states to pick up more of the share. promises made, NEVER kept MakeIt Meanwhile here is how the same story is ‘headlined’ on the CNBC iOS App. Getting rid of student loan subsidies, loan forgiveness, and numerous repayment options 👍. And the GOP wonders why nearly everyone under 40 doesn’t vote Republican. ItsAMystery Budget StudentLoans
Source: CNBC - 🏆 12. / 72 Read more »