April 24, 2024
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
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Favorite Quote
"I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." — Maya Angelou 
Hobbies and Passions
I have been learning French for the last 2 years on DuolingoRelated Insights
Market Updates
Investor Market Update, September 2025
September 22, 2025
Head of Client Portfolio Management, Glenn Dorsey, shares our latest economic insights and discusses how recent developments might impact the markets.
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Market Updates
Market Update: The Fed Cuts Rates by 0.25%, With Dovish Views
September 18, 2025
On Tuesday, the market advanced pretty sharply in advance of an anticipated rate cut by the Federal Reserve, with the major equity indices trading in new high territory, supported by strong fundamentals with rising corporate earnings expectations.
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Market Updates
Market Update: Tax & Spending Bill Passed, Tariffs Still in Flux
July 7, 2025
On July 4, President Trump signed into law the One Big Beautiful Bill Act.
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