Wise Investing: How to Build a Realistic, Tax-Efficient & Sustainable Portfolio

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Evercore Wealth Management, New York
 
Jewelle Bickford and Martha Pomerantz will lead a thoughtful discussion on building your personal portfolio to achieve your goals, for yourself and for your family. They will also discuss the complexities of navigating a woman’s financial life.
 
For further information on this event, please contact Jewelle Bickford at jewelle.bickford@evercore.com or 212.849.1640 or Martha Pomerantz at martha.pomerantz@evercore.com or 612.656.2821.

 

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