Markets had a constructive year in 2024, and client portfolios are reflective of that. As we move into 2025, the natural question is “will we get a repeat of 2024?” As we close out 2024, the financial markets have presented a complex landscape of opportunities and challenges.
Also, we are very excited to introduce our firm’s new Chief Investment Officer, Josh Greene, CFA. He has been serving as an outside member of our firm’s investment committee that reviews and recommends investments for all client portfolios. Now in his official capacity here with us, he will be overseeing the firm’s investment process, as well as leading our investment committee. He will also oversee the business analytics work for our clients who still own their businesses.
