Opportunity. Worldwide.

Our global insight matters

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

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Simon Clarke

Senior Vice President–Wealth Management

Registered States:
  • CA
  • CO
  • FL
  • IN
  • MA
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TX
  • UT
  • VT
  • WA
  • WV

Credentials

  • Senior Portfolio Manager
One Post Office Square
35th floor
Boston, MA 02109
  • (617) 439-8112

Email Me

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Turn possibilities into a plan

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A leading global wealth manager

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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As of 06/30/2024

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