There are a number of economic data points and trends that likely indicate a profit cycle recovery in 2021 and 2022. This is important as changes in profits drive changes in market levels
I’ve long believed that people should identify their unique abilities and focus on those strengths. Our clients do that well, which is often the reason behind their success. For me, wealth management is a good avenue for what I do well: helping people protect and preserve their asset base.
Venturi is proud to announce that Susan Liang has joined our team as a Senior Client Associate.