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Lee Bressler articles

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Lee Bressler
US Capital Markets Industry Lead
Published 
2 min read

Trends in private wealth management 

It’s fascinating to think about Microsoft’s role in driving technological innovation in private wealth management, one of the core areas of focus for the Capital Markets business in FY20. In late August, I attended Market Group’s Annual Private Wealth Florida Forum where I moderated a panel discussion on asset allocation, discussing how wealth managers balance