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Omar Qureshi featured in Barron’s article ‘There’s a Talent Shortage. How Advice Firms Are Stretching Their Resources.’

By Darrell Grant on September 8, 2022

While the hiring market for our industry continues to be tight, it hasn’t slowed us down one bit. Instead, we’ve risen to the challenge of building our team and expanding our offerings for clients. Read some of the ways we’ve adapted to a changing environment in Managing Partner Omar Qureshi’s recent interview for Barron’s Advisor’s “Big Q”:

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Omar Qureshi, CIMA®, CPWA®
Managing Partner | Investment Strategist
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