FineMark’s Chief Investment Officer, Chris Battifarano and senior members of our investment team, reviewed the first quarter highlights and discussed capital market impacts in the face of rising rates and geopolitical uncertainty.
Chris has served as FineMark’s Chief Investment Officer since 2016. He has more than 20 years of experience in the investment profession, having previously worked at a large multi-family office. Chris chairs FineMark’s Manager Review Committee and Investment Policy Committee. He is responsible for the firm-wide investment process and philosophy and leads FineMark’s strategic investment allocation recommendations.
A new bill, that could become law later this year, may help Americans put more money away for retirement. FineMark Private Wealth Advisor, Dean Borland, shares some of the key highlights in Secure Act 2.0.