Martha Pomerantz speaks at Investors Roundtable
Evercore Wealth Management Partner and Portfolio Manager Martha Pomerantz participated again this year at the Minneapolis Star Tribune’s annual Investors Roundtable.
Topics ranged from the events of 2020 to the outlook for 2021 to private equity and specific investment strategies.
“Key in this past year was staying the course when the market turned down in March; we encouraged clients to make sure that they felt comfortable with their current asset allocation and stay invested,” said Martha.
The full article can be viewed by subscribers here. To view the firm’s outlook, please see the current issue of Independent Thinking.
Martha can be contacted at email@example.com.
IRS Circular 230 Disclosure:
Pursuant to IRS Regulations, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for (i) the purpose of avoiding IRS imposed penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This information is provided for information purposes only and does not constitute financial, investment, tax or legal advice.
©2016 Evercore Wealth Management LLC. All rights reserved.