Observations

Keeping up with the latest from Telarray.
Staff

Meet Brandy

Brandy Wagner Director of Client Services My name is Brandy Wagner, and I am the Director of Client Services at Telarray. I joined the firm in

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Strategy

A Conversation on Estate Planning

Key takeaways: Everyone can benefit from creating an estate plan regardless of the complexity of your financial situation. What makes a successful estate plan is

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Staff

Meet Melinda

Melinda Gunn Vice President of Client Reporting My name is Melinda Gunn, and I am the Vice President of Client Reporting at Telarray. I began

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Markets

The Value of a Dollar

Key takeaways: A company’s revenues and earnings are affected by the strength of the dollar. The dollar is a gauge of financial stress in markets.

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Staff

Meet Warren

Warren Coleman Chief Investment Officer I am Warren Coleman, CFA and I joined what is now Telarray in 2005 after a 20-year career in the

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Staff

Meet Amy

Amy Alexander Controller and Assistant Compliance Officer My name is Amy Alexander, and I am the Controller/Assistant Compliance Officer at Telarray. I joined the firm in

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Staff

Meet Chelsea

Chelsea Sloan Manager of Client Experience My name is Chelsea Sloan, and I am the Manager of Client Experience at Telarray. After years of team

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