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Weekly Brief
Weekly Brief
Jul 30, 2026 
Featured Vendors
Thomas Lee, Co-President and CIO
Parametric Portfolio Associates delivers customized direct indexing solutions, combining tax-aware strategies, multi-asset portfolios and benchmark-driven investing. Operating within Morgan Stanley Investment Management, it helps advisors build personalized portfolios aligned with client goals, risk profiles and evolving financial needs. Read more ‣
Daniel P. Schutte, Founding Principal
Schutte Financial is an independent fiduciary wealth management firm dedicated to helping individuals and families achieve their financial goals through personalized planning, investment management, retirement strategies, and wealth preservation. Combining advanced technology with human guidance, it aligns financial decisions with clients’ values, aspirations, and long-term legacy objectives. Read more ‣
Industry Contributors
By Voytek Janisz, Senior Vice President, IT AmTrust Financial Services, Inc.
Voytek Janisz is Senior Vice President of IT at AmTrust Financial Services, leading enterprise technology strategy, agile execution and large-scale global technology organizations.
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By Sheri Perkins, Chief Wealth Officer, Head of Wealth Management, Citadel Credit Union
Sheri Perkins is a financial services executive with extensive leadership experience in banking and wealth management.
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By Don Tiegs, Concierge Insurance Director, IFC National Marketing
Don Tiegs is the Concierge Insurance Director for IFC National Marketing, one of the fastest-growing IMOs in the industry.
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Feature of the Week
Financial advisory services enhance retirement planning, educational support, and communication, helping clients navigate financial complexities and build confidence in decision-making.
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