Wealth Management | The Effect of COVID on Wealth Management On the Mark

Jonathan Hochberg, Senior Partner of Regent Atlantic Capital, discusses the considerations wealthy investors are taking into account in light of the pandemic and what trends is the market seeing as a result. Jonathan has more than 25 years’ experience advising high-net-worth individuals and families in the areas of multi-generational planning and philanthropy. He also has extensive experience in both traditional and alternative investment strategies. In this episode, Howard and Jonathan discuss the changes in the wealth management industry, both from the perspective of clients and the investment firms that serve them.