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Author

Jake Cahn, CPA, Director
Freestone Capital
Robb Carter, CFA®, Partner
Stephanie d'Ippolito, CFP®, Director of Financial Planning
Andrew Erisman, CIMA®, Partner
Pete Forras, Managing Director
Gary I. Furukawa, Founder & Senior Partner
Jesse Haverstock, CFP®, Director
Phil Klitirinos, Economist
Robert F. Mellon, CPWA®, Partner
Larry Miles
Christopher Odem, CIMA®
Christine Opp, CFA, CFP®, Director
Alison Rambaldini
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  • Insights

    Warren Buffett's 5 Quotes on Surrounding Yourself with Great People

    Warren Buffett is as "quote-worthy" as anyone I've read or listened to....

  • Insights

    Traits of the Best Teams

    "Individual commitment to a group effort--that is what makes a team work, a company work, a society work, a civilization work." --Vince Lombardi...

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