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Financial Advisor David D. Kassir invited to CNBC Capital Exchange Summit hosted at the Intercontinential Hotel in Washington, DC
Capital Exchange focuses on the confluence of policy, money and growth. Beyond the political posturing and partisan rancor, the policy decisions made in the corridors of the Capitol are informed by, and greatly affect, the boardrooms of corporate America. In this...
David D. Kassir, Financial Advisor, chosen to attend the Barron’s Regional Summit
DAVID KASSIR – Invited to be a part of the Barron’s Regional Summit Conference. Washington, DC (May 31, 2018)—Washington DC & Miami, FL . This private wealth summit serves as the basis for financial advisors to share their ideas in today’s economy along with best...
Financial Advisor David Kassir Featured in Forbes Magazine
We expect our financial advisors to have an in-depth understanding of financial markets and investment products, of retirement planning and college funding. David Kassir expects even more of himself. “A mentor once told me, a great financial advisor has the mind of a...
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