Tag: Manages
How Kamala Harris Manages Her Money: Index Funds and a 2.625% Mortgage
The vice president and her husband maintain a largely low-risk portfolio of…
This AI Manages Your Email While You’re Out of Office, and it’s Only $39.99
Disclosure: Our goal is to feature products and services that we think…
How China Manages Its Currency—and Why That Matters
Updated Dec. 29, 2023 8:31 am ETChina’s approach to its currency is…
A Wirehouse Refugee Who Manages 80 Pie Charts And $2 Billion In Wealth
Terry CookCourtesy of Parcion Private Wealth Firm: Parcion Private Wealth Name: Terry…
Fly Fisherman From Appalachia Manages $1.7 Billion For Merrill Clients In New York City
Courtesy of Merrill Lynch Wealth Management Name: Michael Shalhoup Firm: Merrill Lynch…
This Son Of Cuban Immigrants Manages Over $800 Million For New York Clients At MassMutual
Courtesy of MassMutual Name: Michael Davila Firm: MassMutual Location: New York, NY…
