In a New York minute: Meeting the Big Apple’s RIAs

 In a New York minute: Meeting the Big Apple’s RIAs

Isaiah Green recently stopped by the office of Heron Wealth in mid-town Manhattan. Here are his impressions:

I swapped my airline boarding pass for a MetroCard as I met with RIAs on my own turf to discuss new hires, fintech solutions and handling whatever the market throws at you.

To start my day, I headed no further than a few floors above Citywire’s humble abode, to the office of Shikiar Asset Management, where I met with managing director Samuel Shikiar.

 For my next meeting, I hopped on the seven train to the east side of Manhattan to sit down with David Edwards, founder and president, and Chris Jennings, wealth advisor at Heron Wealth.

 Edwards, Jennings and their team work out of a sleek, modern WeWork in the heart of New York with spectacular views of the growing skyline and the East River.

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Custodian Battles: How Heron Picked a Platform

Custodian Battles: How Heron Picked a Platform

Edwards firmly believes that Fidelity Clearing & Custody Solutions is the only custodian that can handle his business.

‘We chose to take what we call a best-of-breed approach, where we take the best custodian, the best customer relationship management system, the best financial planning tool and the best reporting tool,’ Edwards said. ‘We aggressively evaluate all of our vendors every three years and swap them out if they’re not keeping up.’

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Technology Solutions for Investment Management

Technology Solutions for Investment Management

David Edwards joined a panel discussion “Technology Solutions for Investment Management” this past Thursday February 7th at the IC Summit for RIAs in New York City.  Heron Wealth is recognized for leading the wealth advisory profession in adopting technology to enhance the client experience.

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