| Dune Thorne, Silver Bridge Highlighted in Financial Times’ Special Report |
| 6/23/2010 |
| FT.com’s recent special report “New Authority: women take charge of managing money” showcased Dune Thorne, Managing Director at Silver Bridge , and her Financial Foundations workshop series ... Read More >> |
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| Stephen Prostano Featured in Banker & Tradesman |
| 6/21/2010 |
| Silver Bridge President, Stephen Prostano, was recently featured in Banker & Tradesman's "In Person" column in "Keeping It All In The Family" ... Read More >> |
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| Silver Bridge Among the Top 50 Fee-Only Firms in InvestmentNews |
| 6/4/2010 |
| Silver Bridge was recently listed among the “RIA Giants” and “The Fast Movers” in InvestmentNews ... Read More >> |
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| Thomas Manning Quoted in The Boston Globe |
| 5/26/2010 |
| Thomas Manning, Chief Investment Officer at Silver Bridge , was recently quoted in the Boston Globe article, ''Widespread fear stokes market volatility'' ... Read More >> |
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| Allison Taff Featured as a Leader’s Roundtable Panelist in Private Asset Management |
| 5/20/2010 |
| Private Asset Management recently hosted a “Leader’s Roundtable” on single-family offices (“SFOs”) and their focus on long-term sustainability in the current economic environment ... Read More >> |
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| Thomas Manning Quoted in Financial Times |
| 5/9/2010 |
| Thomas Manning, Chief Investment Officer at Silver Bridge , was quoted in a recent article in the Financial Times: “US Retail Market Shuns Complex Vehicles.” ... Read More >> |
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| Thomas Manning Quoted in the Boston Globes |
| 5/7/2010 |
| Thomas Manning, Chief Investment Officer at Silver Bridge , was recently quoted in the Boston Globe article, ,An Alarming Ride on Wall Street, ... Read More >> |
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| Dune Thorne Featured in American Banker |
| 5/3/2010 |
| American Banker profiled Silver Bridge Managing Director Dune Thorne in its recent article, “Student of Women’s Financial Issues Has Become a Teacher.” ... Read More >> |
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| A Woman's Perspective: Insurance 101 | What You Need to Know to Protect Your Family |
| 4/29/2010 |
| Insurance is an important part of any comprehensive financial plan. When managed properly, insurance can protect your family’s assets against unforeseen losses ... Read More >> |
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| Silver Bridge Among the “Top 50 Fee-Only Advisers” in Forbes.com |
| 4/13/2010 |
| Silver Bridge was listed among the “Top 50 Fee-Only Advisers” rankings in Forbes.com. ... Read More >> |
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| Stephen Prostano quoted in Family Wealth Report |
| 4/13/2010 |
| Steve Prostano, Silver Bridge President and COO, commented on the significant opportunities Boston’s diverse and vibrant wealth market offers, especially for smaller firms ... Read More >> |
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| Allison Taff, Stephen Prostano Quoted in Private Asset Management |
| 3/29/2010 |
| Silver Bridge was recently featured in Private Asset Management’s “Family Office Profile.” ... Read More >> |
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| Benjamin Ledyard, Stephen Prostano quoted in Family Wealth Report |
| 3/19/2010 |
| A recent article in Family Wealth Report: “To Build or to Buy – That is the Question” compared expansion strategies at several firms, including Silver Bridge Advisors ... Read More >> |
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| Silver Bridge featured in Financial Planning |
| 3/4/2010 |
| Financial Planning recently highlighted the Silver Bridge series, A Woman’s Perspective, as an example of the firm’s commitment to educating female clients about their finances, in the article “Show Me the Money: Women Still Need a Seat at the Table.” ... Read More >> |
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| Alicia André Named as One of Boston Magazine's 2010 FIVE STAR Wealth Managers |
| 2/24/2010 |
| Alicia André, Client Advisor, recently was named one of Boston Magazine''s 2010 FIVE STAR Wealth Managers, a list made up of less than four percent of the area''s 14,600 wealth managers ... Read More >> |
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| Dune Thorne Featured in Family Wealth Report |
| 2/16/2010 |
| Dune Thorne, Principal and Client Advisor for Silver Bridge , was featured in a recent Family Wealth Report article, “Goals-based Planning Finding Favor among Wealth Managers” ... Read More >> |
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| R. Thomas Manning Quoted in the Boston Globe |
| 2/7/2010 |
| Thomas Manning, Chief Investment Officer at Silver Bridge , offered his long term perspective on current market volatility in ,Reacting to Mixed Signals” ... Read More >> |
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| Silver Bridge Hosts Panel "Raising Financially Thoughtful Children" |
| 2/5/2010 |
| In the next 10 to 15 years, young adults will inherit approximately $1.5 trillion in assets. With this transfer of wealth, the importance of teaching financial literacy and fostering financially thoughtful children becomes paramount. ... Download PDF >> |
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| Dune Thorne Featured in Private Asset Management |
| 2/4/2010 |
| Private Asset Management featured Silver Bridge Principal and Client Advisor, Dune Thorne, in its February 4th article titled, “Silver Bridge : Focus on Educating Next Generation,” Thorne shared ways high net worth families can discuss complex and often emotionally charged topics ... Read More >> |
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| Silver Bridge Hosts Panel 'Raising Financially Thoughtful Children' |
| 2/3/2010 |
| Silver Bridge hosted an evening event featuring a panel of some of the nation’s leading family education experts. Situated at the Institute of Contemporary Art/Boston, the evening began with cocktails, followed by a panel discussion entitled “Raising Financially Thoughtful Children.” ... Read More >> |
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| Benjamin Ledyard Interviewed for Family Office Exchange (FOX) Video |
| 1/4/2010 |
| Benjamin Ledyard, Regional Director for the Mid-Atlantic and Director of Wealth Strategies for Silver Bridge , appears in a new video produced by Family Office Exchange (FOX) ... Read More >> |
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| Silver Bridge Among the Top 50 Fee-Only Firms in InvestmentNews |
| 12/10/2009 |
| Silver Bridge was listed among the Top Fee-Only Firms ranked nationally by discretionary assets under management in InvestmentNews.com. ... Read More >> |
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| Silver Bridge Hosts Boston College Wall Street Council’s Market Perspectives Panel |
| 12/2/2009 |
| Boston College (“BC”) Alumni and leaders from some of the most prestigious Wall Street and Boston firms came together for The Boston College Wall Street Council’s Market Perspectives Panel ... Read More >> |
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| A Woman's Perspective Women Take an Active Role in Tax Planning |
| 11/30/2009 |
| Tax planning is an important part of a comprehensive financial plan and an area that some women leave to their husbands, business partners and/or accountants ... Read More >> |
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| Allison Taff Speaks at Campden Family Office Panel |
| 11/18/2009 |
| Allison Taff, Director of Family Office Services at Silver Bridge , participated on a panel discussion at the Campden North America Family Office Conference in Boston on November 18, 2009 ... Read More >> |
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| Silver Bridge Hosts "Sale of a Family Business, Managing the Transition" |
| 10/22/2009 |
| Owners of successful family businesses are often so busy running their respective enterprises that long-term planning can get pushed aside until a crisis emerges. Yet creating a viable transition plan is critical for the future of the company—and for the family that started it. ... Download PDF >> |
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| Thomas Manning Quoted in The Globe’s “Boston Capital” column |
| 10/15/2009 |
| Thomas Manning, Chief Investment Officer at Silver Bridge commented on the depth and power of the recent global stock market rally. ... Read More >> |
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| Michelle Knight’s Article “Cashing in on Cash Flow” Published in Financial Advisor Magazine |
| 10/1/2009 |
| Michelle Knight, Director of Fixed Income at Silver Bridge , published “Cashing in on Cash Flow” in Financial Advisor Magazine. ... Read More >> |
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| Benjamin Ledyard, Director of Wealth Strategies, Quoted in Investment Advisor |
| 10/1/2009 |
| Benjamin Ledyard, Regional Director of the Mid-Atlantic and Director of Wealth Strategies, was quoted in Investment Advisor’s article “Wealth Matters” and accompanying sidebar piece, “A Recession Silver Lining.” ... Read More >> |
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| Allison Taff Speaks at Family Wealth Alliance Panel |
| 10/1/2009 |
| Allison Taff, Director of Family Office Services at Silver Bridge , participated on a panel discussion at the Family Wealth Alliance Fall Forum in Chicago on October 1, 2009. ... Read More >> |
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| A Woman's Perspective Give Your Family the Greatest Gift of All: Estate Planning |
| 9/29/2009 |
| Estate planning can seem overwhelming; however, with a little education and the help of skilled advisors, it is well worth the effort ... Read More >> |
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| R. Thomas Manning quoted in The Globe’s “Boston Capital” column |
| 8/14/2009 |
| The Boston Globe’s recent article“Cutting their way to profits” highlighted many companies’ successful efforts to boost their bottom lines by slashing costs and cutting jobs. Although the stock markets have responded positively, R. Thomas Manning ... Read More >> |
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| Michelle Knight Assesses Muni Bond Market in Boston Business Journal Article |
| 8/7/2009 |
| Michelle Knight, Director of Fixed Income at Silver Bridge , takes a measured yet optimistic view of the municipal bond market in the Boston Business Journal article,“Contrarian sees risk in municipal bond binge” ... Read More >> |
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| Michelle Knight Featured in Boston Sunday Globe Magazine |
| 8/5/2009 |
| Michelle Knight, Director of Fixed Income at Silver Bridge , was featured in The Boston Globe Sunday Magazine’s July 26, 2009 edition, “The Boomer Issue” ... Read More >> |
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| Michelle Knight one of Boston Business Journal’s 40 under 40 |
| 8/5/2009 |
| Michelle Knight, Director of Fixed Income at Silver Bridge , was named one of Boston Business Journal’s “40 under 40” ... Read More >> |
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| Silver Bridge in Top 30 for Financial Advisor Magazine’s Annual RIA Survey |
| 7/1/2009 |
| Silver Bridge ranked 30th in Financial Advisor magazine’s fourth annual RIA (Registered Investment Advisors) Survey, highlighting the firm’s strength in maintaining its client base and assets under management during an extremely challenging market environment ... Read More >> |
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| Dune Thorne Quoted in National Council for Research on Women Report on Women’s Leadership in Financi |
| 6/26/2009 |
| Dune Thorne, Principal and Client Advisor, was quoted in the National Council for Research on Women’s recent report“Women in Fund Management: a Road Map for Achieving Critical Mass—and Why it Matters.” ... Read More >> |
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| Lynne Dombroski Spotlighted in Boston Business Journal’s “On the Move” |
| 6/26/2009 |
| Lynne Dombroski, Principal and Client Advisor, was featured in the June 26 issue of Boston Business Journal. Ms. Dombroski, highlighted in the Journal’s “On the Move” column’s “Spotlight” section ... Read More >> |
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| A Woman's Perspective What You Need To Know Before You Give |
| 6/23/2009 |
| Non-profits need your help to weather this economic storm. Before donating, consider following these simple guidelines. ... Read More >> |
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| Thomas Manning Quoted in The Boston Globe |
| 5/1/2009 |
| Thomas Manning, Chief Investment Officer, was quoted in“Tech to the Rescue?”, published in The Boston Globe. Mr. Manning commented on the recent strong rally in tech stocks ... Read More >> |
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| Thomas Manning Quoted in Private Asset Management |
| 4/30/2009 |
| Thomas Manning, Chief Investment Officer, was quoted in “Recession-Proofing Firms Look to Dual Portfolios”, published in Private Asset Management. The article discussed the measures that some wealth management firms are taking to protect their clients’ portfolios ... Read More >> |
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| Christopher Parker Quoted in Wall Street Technology |
| 4/27/2009 |
| Christopher Parker, Director of Operations, was quoted in“Extreme Makeover: Broker Workstation Edition,” published in Wall Street Technology. The article reviewed the recent trend toward wealth management technology upgrades and how they affect client servicing and investment advisor productivity ... Read More >> |
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| Stephen Prostano profiled by Boston Business Journal |
| 11/1/2008 |
| ... Download PDF >> |
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| Silver Bridge Advisors Among the “Top 50 Fee-Only Advisers” in Forbes.com |
| 10/6/2008 |
| Silver Bridge was listed among the “Top 50 Fee-Only Advisers” rankings in Forbes.com. The October issue was comprised of registered investment advisers who do not conduct business as a broker-dealer, bank or insurance company, have at least 50% of their business with individual investors, and provide financial planning services, portfolio management for individuals. RIA Database compiled the rankings based on discretionary assets under management as defined by the Security and Exchange Commission ... Read More >> |
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| WilmerHale Announces Rebranding of HDWA to ‘Silver Bridge’ |
| 10/1/2008 |
| September 29 2008 HDWA Builds Silver Bridge to Next Generation of Wealth Management Hale and Dorr Wealth Advisors has unveiled a new brand, new ownership structure, and new platform and mission that will bolster its strengths in the wealth management industry. On September 29, HDWA reemerged as Silver Bridge Advisors, marking an identity change that has transformed the firm in every respect, from concept to operations. At first glance, the relaunch may seem bold, given the current turbulent market ... Download PDF >> |
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