Chris Allegretti Among Panelists Interviewed for White Paper on RIAs

Date April 5, 2017
Categories
Article Authors
HBK CPAs & Consultants

HBK CPAs & Consultants’ Managing Principal/Chief Executive Officer Christopher M. Allegretti & HBKS Wealth Advisors’ Chief Operations Officer Scott Cross were recently interviewed by Charles Schwab as contributors to their white paper entitled Forward Momentum: Why Elite Teams Claim Their Future as RIAs.

Read the white paper here.

Speak to one of our professionals about your organizational needs

"*" indicates required fields