Eileen Russo, Financial Advisor at Morgan Stanley

04/30/2026

Market volatility has challenged the assumptions behind traditional portfolio construction. Watch this conversation that explores how alternative investments may offer diversification beyond the traditional 60/40 – and why access and manager selection are increasingly important.
https://livesocial.seismic.com/4_x6c

04/23/2026

As AI scales, rising data center power use and resource needs are pushing sustainability to the center of investment decisions.

brightcove.net

04/09/2026

Morgan Stanley's Portfolio Risk Platform helps us understand risks, hypothetically stress test your portfolio, and see how potential changes will impact the risk you're taking. Let's connect and discuss if it's time for a portfolio review and risk report. https://livesocial.seismic.com/aaEsY

04/08/2026

A merger or acquisition can be an exciting time—but it can also be full of unknowns. Here are some tips to help you navigate the road ahead. https://livesocial.seismic.com/alqpwd

04/02/2026

A $124 trillion wealth transfer is underway, and markets may be underestimating the biggest question: who will decide where it goes? Hear why the SHEconomy could reshape capital allocation and investor opportunity.

brightcove.net

03/30/2026

Alternatives can offer differentiated sources of return—but structure and implementation matter. In this episode of The Alts Report, Brian Holzer, Head of Alternative Investments Sales, and Alisa Wood, Partner at KKR, discuss what's driving growth in private markets, what's making these investments more accessible and flexible, and why allocating to alternatives often calls for a long-term mindset. Watch the full conversation: https://livesocial.seismic.com/3F0rC

03/26/2026

SAP CEO Christian Klein on AI, business data, and why human judgment remains critical in the enterprise.

03/23/2026

Is your portfolio at risk due to concentrated positions? Learn more about how I can help you with strategies for diversification to mitigate risks and help safeguard your investments. https://livesocial.seismic.com/-3zgy

03/19/2026

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies that may help reduce your overall federal tax burden. https://livesocial.seismic.com/a7zD5M

11/25/2025

We are thrilled to be part of Forbes' Top Wealth Management Teams this year. Our clients are at the heart of everything we do. Their trust and confidence have been instrumental in achieving this recognition.

[Source: Forbes (Awarded Nov. 2025). Data compiled by SHOOK Research LLC based on the period from 3/31/24–3/31/25. https://livesocial.seismic.com/aDx-DG ]