The past quarter has brought us a wealth of great news! The team has been active, to say the least:
We are tickled to report that our OFFICE MANAGER, ANN MILLER has become a grandmother for the 5th time! Grandson Aidan has arrived and is the youngest member to the Chestnut family. With three girls and now two boys, we can't seem to wipe the smile from Ann's face! Congratulations to Ann and her daughter Amy.
KATHY McGARRY recently returned from San Diego from the First Allied Technology and Procedures Conference. She's returned with a wealth of information that we are beginning to integrate into our systems to help us continually stay on the cutting edge of technology and serve you in the best way we can. We are exploring a new trading system which would make tracking your accounts even more efficient. As always, "Our focus is you."
We are pleased to report that our PRESIDENT, NEAL DEUTSCH, has been selected by Hudson Valley Magazine to be included in their list of "Top Wealth Managers in the Hudson Valley for 2014." This marks three years running, awarded for reputation, service, tenure and feedback from independent sources and surveys. Congratulations to Neal, and to all of us for the availability to tap into his brain every day!
As we announced in our last newsletter, 2014 marks the 25TH ANNIVERSARY OF CHESTNUT INVESTMENT GROUP, founded in 1989. While a lot has changed over the years, our unwavering dedication to our clients in all areas of finance has not–every day, we strive to do the best we can for our clients and all their needs. Feel free to call the team with any questions at anytime– that's what we're here for.