WILL SKEEAN, CFA
Senior Financial Advisor in Edge Capital and 5 Gens Committee Member.
Worked at Goldman Sachs where he led asset allocation and manager selection.
Summa Cum Laude with a Bachelor of Business Administration from the Goizueta Business School at Emory University.
Chartered Financial Analyst (CFA®).
INVESTMENT COMMITTEE MEMBER
INSIGHTS FROM OUR TEAM
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GENERATIONAL WEALTH
Wise words from people that have already been there were you currently are, can certainly guide you to success with Generational Wealth. We have identified a few phrases for you:
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WEALTH STEWARDSHIP
The challenge for many affluent families is that family wealth is not self-perpetuating and often disappears within 2 or 3 generations. The Irish proverb, “clogs to clogs in three generations” applies to every culture.
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TOP 10 TRENDS FOR NEXT 5 YEARS
PILLARS: 1) Environment, 2) Technology & Innovation, 3) Society & Politics, 4) De-Globalization: Supply Chain & Covid
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INVESTING IS AN ART
Investing seems like a technical thing: you analyze numbers in a balance and P&L sheet, check out some multiples or key indicators, and decide accordingly. There are plenty of courses and books that teach you on the subject.
