News
Sharing our perspective.
Review the latest coverage about our company and our people.
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Financial Planning Magazine - January 1, 2012
Ranked #7 in Top 50 Leaders
Awards and Rankings -
Wall Street Journal - December 31, 2011
Dow Ends Year of Tumult Up 6%
Press and Speaking Engagements -
October 25, 2011
Pamela Perskie and Jeremy Hofmann - Spoke at Jewish Funders Network: Philanthropic Financial Literacy for the Next Generation
Press and Speaking Engagements -
InvestmentNews - October 10, 2011
Ranked #9 in "The RIA Giants"
Awards and Rankings -
September 27, 2011
Family Wealth Alliance's Growth Leadership Award for Firms over $5 Billion
Awards and Rankings -
June 20, 2011
Events and Publications
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May 24, 2011
Events and Publications
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March 17, 2011
Brett Barth - Moderated Greenwich Roundtable: Is "Muni" a Four-Letter Word?
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March 1, 2011
Brett Barth - Moderated 2011 Global Volatility Summit:Investing in Tail Hedges
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February 23, 2011
Wealth Management Investment Award from the Young Jewish Professionals
Awards and Rankings -
December 2, 2010
Cary Klivan - Spoke at Private Wealth Management Summit: Spotlight on Due Diligence - Examining Key Components to a Solid Process
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November 16, 2010
Events and Publications
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November 13, 2010
Family Wealth Alliance's Leadership Award for Top Independent Competitor
Awards and Rankings -
Wall Street Journal -
August 21, 2010
Press and Speaking Engagements
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Hedge Fund Law Report -
July 8, 2010
Press and Speaking Engagements
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Absolute Return + Alpha -
June 1, 2010
Press and Speaking Engagements
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May 5, 2010
Events and Publications
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March 23, 2010
Arthur Black - Spoke at Wharton's Entrepreneur in Residence Seminar
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March 16, 2010
Evan Roth, Brett Barth & Arthur Black - Panelists at WPO/YPO Forum on Asset Allocation & Distressed Investing
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Private Wealth Magazine -
January 7, 2010
Press and Speaking Engagements
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InvestmentNews -
December 6, 2009
Press and Speaking Engagements
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November 9, 2009
Brett Barth - Moderated Goldman Sachs Symposium: Tokyo Hedge Fund
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October 15, 2009
Michael Goldberg - Panelist at CFA Society Conference: Distinguishing Multi-Family Offices
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New York Times -
July 25, 2009
Press and Speaking Engagements
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July 23, 2009
Events and Publications
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Wealth Manager Magazine - July 1, 2009
Ranked #4 in "Top Wealth Managers"
Awards and Rankings -
June 8, 2009
Evan Roth, Brett Barth & Sean Apgar - Panelists at CEO Financial Seminar
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May 7, 2009
Cary Klivan - Spoke at NYSSA 3rd Annual Family Office Forum: Performance - Addressing Risks and Operations
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April 30, 2009
Events and Publications
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April 16, 2009
Arthur Black & Todd Whitenack - Taught Business Ethics Seminar at NYU Stern School of Business
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April 16, 2009
Brett Barth - Moderated Greenwich Roundtable: Risks & Opportunities Along the Credit Capital Structure
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Bloomberg -
April 3, 2009
Press and Speaking Engagements
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April 1, 2009
Arthur Black - Spoke at CCC Conference
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Dow Jones Newswire -
March 26, 2009
Press and Speaking Engagements
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Financial Planning Magazine -
March 1, 2009
Press and Speaking Engagements
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March 1, 2009
Ranked Among "40minus Leaders" by the Family Wealth Alliance
Awards and Rankings -
February 11, 2009
Events and Publications
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January 1, 2009
Events and Publications
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Newsweek -
December 22, 2008
Press and Speaking Engagements
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December 4, 2008
Events and Publications