News | 4100 Financial Services

ARTICLE

Recent Market Volatility

Ken Brodkowitz | Gries Financial Partners
December 19th, 2024

Rob Herman and Chief Investment Officer Ken Brodkowitz of Gries Financial Partners delve into recent market volatility following the Federal Reserve’s hawkish stance on interest rate cuts. The Fed signaled only two potential cuts for 2025, down from previous expectations of four, while raising inflation estimates from 2.1% to 2.5%. This news, combined with an already overbought market riding on post-election optimism, contributed to significant market declines, including a 3% drop in the S&P 500.

PODCAST

Episode 3: Community Impact: Moira Weir’s Vision for Economic Change

Hosted By Rob Herman

Join host Rob Herman as he sits down with Moira Weir, President and CEO of United Way of Greater Cincinnati, who is redefining how community organizations fight poverty and create lasting change. From her childhood in Scotland to becoming the Cincinnati nonprofit organization’s first female CEO, Weir shares powerful insights about leading through crisis, building economic well-being, and transforming a legacy organization to meet modern challenges across a nine-county region in Ohio, Kentucky, and Indiana.

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PODCAST

Episode 2: Breaking Medical Boundaries with Dr. Jordan Bonamo

Hosted By Rob Herman

In this episode of SuperPerformers, host Rob Herman speaks with Dr. Jordan Bonamo, a pioneering neurointensivist at the University of Cincinnati Gardner Neuroscience Institute. As the driving force behind the nation’s first Flex ICU and one of the first physicians to bridge emergency and critical care medicine, Dr. Bonamo shares insights from his remarkable career spanning emergency medicine, tactical operations, and community building.

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PRESS RELEASE

Move to Gries Financial Partners “Feels Like Home” for Industry Veteran

Emile Hallez | Investment News
November 3rd, 2024

Wealth management industry veteran Carina Diamond is joining Cleveland-based Gries Financial Partners ($1.7B AUM) as chief growth officer, after spending the past year running her succession-planning consultancy Stella Seconda. Diamond brings extensive experience as both an RIA founder and growth strategist, having previously served as chief growth officer at Dakota Wealth Management following their 2019 acquisition of her firm Springside Advisors.

PODCAST

Episode 1:  Featuring Honorable Gifford Miller

Hosted By Rob Herman

In this episode of SuperPerformers, host Rob Herman sits down with Gifford Miller, former Speaker of the New York City Council and current chairman of Atlético CP, a Portuguese football club. Gifford shares his journey from young political prodigy to urban developer and now sports entrepreneur, offering unique insights into leadership, decision-making, and pursuing passion projects.

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ARTICLE

Addressing Diversity and Succession in the Financial Planning Profession

Carina Diamond | Journal of Financial Planning
November 1st, 2024

The financial planning profession faces dual challenges: limited access to services for underrepresented groups and an aging advisor population lacking succession plans. Diamond, chief growth officer at Gries Financial Partners and The 4100 Group Financial Services, outlines how firms can address both issues through targeted initiatives to attract and retain younger, diverse talent while expanding service models to reach underserved communities.

PRESS RELEASE

Family Office Resource Group Launches To Help RIAs With UHNW Clients

Patrick Donachie | WealthManagement.com
October 9th, 2024

The Family Office Resource Group (FORG) has launched with backing from The 4100 Group Financial Services, aiming to give RIAs a competitive edge in serving ultra-high-net-worth clients. Led by CEO Brian Weiner, a 25-year family office veteran, FORG will provide white-labeled services including outsourced CFO and accounting, business legacy planning, concierge services, family governance, and cybersecurity support.

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