Currents Spring 2021

  • May 06, 2021
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Having passed the date that marked the one year milestone of our offices moving to remote work, I have spent a lot of time reflecting on the past year and the lessons, both good and bad, learned along the way. I could not be more thankful for or prouder of my team. They have stepped up individually and collectively to ensure that the assets you entrust us with have been managed with as much care, and the advice we provide you with is as timely and relevant as if we were all working together in our offices every day. While the lines between work and home have blurred, and we often need to remind ourselves to step away from our screens, seeing our clients and each other in our home environments has led us to create even more personal relationships than we had before.

In some ways 2020 seemed like a year that was suspended in time, yet time marches on and seasons change nonetheless. For our team, those changes were bittersweet. We had some talented people join us, and at the same time one of our most treasured Senior Advisors, Cindy Kuppens, decided that she would retire in the first half of 2021. Cindy will be sorely missed by our team, her
clients, and by me personally. But we wish her the best of luck on her next chapter as she eases into spending more time with family and friends and pursuing some of her passions like painting, travel, and books.

Those of you that have followed our regular communications throughout 2020 may recall that we marked economic progress through the year via a series of milestones or signposts. We are busy now thinking about what a return to the new normal might look like with vaccines becoming more widespread and a hopeful end in sight to the pandemic. As we plan for that future, I can’t help
but look back at the personal and professional milestones we conquered during the past year with gratitude and respect. I hope you and your families are all healthy and safe and we look forward to seeing you in person soon!

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