This Week on TRB

Our friend Brian Portnoy from Chicago came through on Tuesday. Look for the video we did in the links below… This is Doug Bonaparth, a young advisor in Lower Manhattan doing it right, focused on millennials who are first accumulating wealth now and in need of the right guidance. It was cool hearing his story this week.  Wednesday was the annual CNBC Delivering Alpha Conference live from the Pierre Hotel by Centr...

source http://thereformedbroker.com/2018/07/21/this-week-on-trb-254/

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