Skip to Content
Podcast

Get to know our wealth management practice

May 16, 2019 / 15 min listen

In this exclusive podcast, available only to Plante Moran alumni, Dawn Jinsky discusses our rapidly growing wealth management practice and how we help individuals and businesses.

Rapid growth, expanded service capabilities, and the opportunities for new potential clients have made wealth management one of our most exciting practice areas. Dawn Jinsky discusses the latest news from the group in this alumni-only podcast.

Listen to the podcast to learn about:

Want to learn more about our wealth management practice? Dawn would love to hear from you.

Download this podcast

Related Thinking

Bottom half of People sitting in chairs waiting to discuss employment situation data
September 6, 2024

U.S. jobs report came in softer than expected in August

Blog 5 min read
Group of colleagues in a conference room
September 5, 2024

How has the sea change in interest rates in recent years impacted portfolio risk and return expectations?

Blog 2 min read
Co-workers in a meeting
September 5, 2024

How have key asset classes performed after the start of prior Fed rate cut cycles?

Blog 2 min read