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Rocky Mountain Fintech: How Denver is Evolving as a Hub for Financial Innovation

ByTrilogy FinancialOctober 12, 2018

Fintech-related deals in the Denver metro and Boulder metro are booming. But can the area keep up with competition on both coasts?

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Smart Money Circle Podcast ft. Steve Hartel (Part I)

ByTrilogy FinancialOctober 10, 2019

Steve Hartel joins Smart Money Circle Host Adam Sarhan in this part 1 of 2 to discuss his investment strategy approach for clients. Steve oversees more than $2 billion in assets at Trilogy Financial. Listen now. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) to help Read more...
You Don’t Need To Know Sign Language To Work With Deaf Clients, But It Helps

By autor-logo June 14, 2019

James Rooney hadn’t planned on carving out a niche working with deaf clients. But nearly 30 years after his first encounter with a deaf client, he has become Morgan Stanley’s go-to adviser for this unique community of clients. “If a deaf client were to walk into any Morgan Stanley office anywhere in the country, they will find me,” he said. Mr. Read more...
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