On Tuesday, December 19, we raised a glass at our year-end virtual event to the holiday season and gained insights from two of our firm’s leaders, Wally Obermeyer, President, and Co-Founder, and Skip Dines, Senior Vice President, and Partner. Wally and Skip talked about the life and money lessons they’ve learned over decades of working in the investing and wealth management industries, and finished the event with Q&A.
