Southeastern Trust announced this week that Robert Clark has been named senior portfolio manager for the boutique private wealth management firm. As senior portfolio manager, Clark is tasked with overseeing, designing, and monitoring portfolios for clients throughout...
Designing a Generosity Strategy A sound portfolio is designed for growth while also managing potential risks. But for many families, generosity is a key component of their financial portfolio. They want to be able to give regularly and consistently to the causes that...
