Our investment team members, Frank Balas and Eric Bernstein, hosted a seminar today at St. Anthony’s High School teaching students the principles of investing.  It was an amazing day.  The students were eager to learn and found this information so valuable.

It has been our goal through our NextGen initiative to offer practical and valuable lessons to kids about money management they can relate to by keeping it fun!


“The greatest investment we can make is in the time and education we provide our children.” – Frank P. Marzano