Janet J. Mangano, formerly a senior portfolio manager with PNC Wealth, is in Short Hills, New Jersey.
Gregory Curtis investigates the aspects of stewardship of the wealth of prosperous families, but the book is intended not only for wealthy investors and their advisors but also for family office executives, portfolio strategists, wealth relationship managers, and even less wealthy private investors.
On the strength of its timeliness and clarity, Wealth Management Unwrapped joins the ranks of distinguished writing on private wealth. Although the book is intended primarily for people of means and family foundations, it should be mandatory reading for wealth advisers who seek to grow their businesses while developing trusted relationships with clients.
Famous among CFA societies for her effective-writing workshops, Susan Weiner has produced a powerful resource that provides on-point guidance for mastering the blog as a short form of communication and also functions as an excellent tool for sharpening longer forms of investment writing. It will benefit novice and senior advisers alike.
Analysts, equity portfolio managers, students, and even traders will savor this book. Word about it is already getting around graduate business schools and CFA Program study groups. What stands out more than any other factor is how current it is. And yet it is classically fundamental in its approach — and immediately useful.
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