2023 Recap

Written By Bill McGuire

We had a great year bringing together a dedicated and diverse group of professionals impacting registered investment advisors (RIAs).

Special thanks to:

  • The 2 Ryans: Ryan Marcus of MarketCounsel and Ryan Eisenman of Arch who were our member guest speakers this year. We’re looking for new candidates for 2024, Know any?

  • John McKenty: For graciously hosting our first partner event, at the BlackRock Hudson Yards office, for a BlackRock Megatrends presentation and Chris Gunderson, Amulet Consulting Group, sharing ‘5 Ways to Expand Enterprise Value in a Wealth Management Firm'.

  • Bill Valone: For arranging our first-ever Met’s game outing.  We couldn't get a Yankees date on the calendar, so the Mets had to do this year:)

  • The behind-the-scenes team: Susan Catalano, Chris Gunderson, Andrew Magnus, Bill McGuire, Lori Missig, Linda Pix, and Christina Thompson. Stay tuned for some new 2024 updates. 


Mark Your Calendar/Save the Dates:

  • January 30: STAC Member Meeting

  • March 12: STAC Member Meeting

  • June TBD: Yankees or Mets Game

  • July TBD: Golf Outing

  • August TBD: US Open Tennis

  • September 17: STAC Member Meeting

  • November 5:  STAC Member Meeting

  • December 3: Annual Holiday Party

 
We are thankful to make a year-end contribution to The American Cancer Society.
 
Keep an eye out for our 2024 membership renewal email in early January with an update on some new member benefits.

Again, thank you for being part of our community. We wish you and your families a happy and healthy holiday season and new year!

Bill McGuire