Celebrating 20 years of honoring legacies and embracing new horizons.
In the first episode of “Inside the Firm,” Marshall and Zuzanna reflect on Zuzanna’s first year at the company. They discuss her background, her work in a multi-family office, and what she enjoys most about her role. Listen to the full conversation below for insights into Zuzanna’s experiences and contributions to the team.
Presented by:
Marshall Chambers, CFP®, CFA® Director of Client Strategy & Development
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