Jeff Cashman, business development executive, rejoined Marsh PCS in 2008 after working for a carrier for a brief period of time; he has over 14 years of industry experience. Tamara Stephens, client advisor manager, joined Marsh PCS in 2013 and has more than 31 years of industry expertise. Peter Kestenbaum, sales and risk consultant, joined Marsh PCS in 2015 and has worked in the industry for over 11 years.
How do I appropriately protect my “passion investments”?
The term “passion investment” has gained currency within the wealth management arena to describe high-end collectibles and other luxury possessions that hold emotional as well as financial value for their owners. Passion investments run the gamut from fine art and antiques to coins, fine wine, luxury timepieces, collector cars—and more exotic categories, such as rare […]
Is it time for a change?
In early 2014, I wrote on the topic of change and the reasons we consider when we make one. As we begin 2016, filled with new goals and objectives, it’s important to review past decisions and how they turned out. What worked? What didn’t? What adjustments, if any, should have been made to ensure the […]
