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October 2023

In The News

https://podcasts.apple.com/us/podcast/118-investing-like-the-ultra-rich-feat-paul-karger/id1587171662?i=1000632678816

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This week, we enjoyed being a part of the Corey C. Griffin Foundation Field Day 2025. It was a day full of games and laughter – and also making memories that will last a lifetime with Corey’s Kids. It’s an honor to spend time with such an inspiring group and contribute to a cause that brings so much happiness to so many! Thank you to the Corey C. Griffin Foundation for hosting this amazing event and for all the work you do to create a brighter future for the kids and families involved.

TwinFocus Updates

We were honored to welcome Kelly Young, CEO of Acadian Asset Management, to speak with our TwinFocus Women's Engagement Group on Monday. Kelly shared her inspiring career journey, reminding us that some of the most rewarding opportunities often arise from unexpected, serendipitous moments.

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Barron’s sits down with Paul Karger and John Pantekidis to unpack the complex narrative surrounding the Commonwealth’s new tax on high earners.

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We were honored to welcome renowned thought leaders to our annual The World in Focus with TwinFocus conference in Boston.

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