On October 3, 2017, Rob Clarfeld spoke on a panel at the Barron’s Tri-State Regional Summit in New York City. The panel was an interactive discussion with two other veteran advisors, Holly Newman Kroft of Newberger Berman and John Olson of Merrill Lynch Wealth Management, and was moderated by Rick Henn, Division Manager, OppenheimerFunds.
Rob shared insights on his ever evolving plan to adapt the firm’s capabilities (both tangible and human capital) to generate better client outcomes and sustained growth in the business. He also touched on implementing observed best practices and shared a variety of lessons learned on managing teams, clients and investments in an unpredictable market.
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