March Breakfast Meeting
Join us on Tuesday, March 29 at 8 AM
Bernard M. Paternina, of Silver Crest Asset Management, will discuss cryptocurrencies.
Bernard is a Portfolio Manager responsible for providing customized advice and asset management solutions for ultra-high net worth individuals, their families and the institutions they support. He has a particular focus working with corporate executives, both public and private, in the technology, health care and financial services industries.
Bernard and his team of specialists advise clients on all aspects of their wealth including public and private investments, sophisticated estate and charitable planning strategies, credit and liquidity needs, executive compensation analysis and simplification of their day-to-day financial needs. He provides clients with comprehensive advice, looking across the entire balance sheet to help them achieve their financial goals and best position them for the future.
As ever, there will be an opportunity to "network, communicate, reciprocate", as we gather to share our news and be together.
Register for the zoom link, which you'll get shortly before the meeting.