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.Read More