Frank Marzano attended the Pershing Elite Advisory Summit in Florida the week of March 11th. This summit is an invitation-only event hosted by BNY Mellon’s Pershing Advisor Solutions and brings together preeminent executives from Pershing’s top advisory clients.

Both Frank Marzano and our CIO, Steve Raneri were thrilled to be a part of the Barron’s Independent Summit in Salt Lake City, Utah.

Great opportunities to share our vision and ideas with other thought leaders in our industry.