Bainco Is INSITE-Full At San Diego Conference

August 23, 2017

Alex Bain

Bainco News

SAN DIEGO, CA – Mark O’Keefe, Chief Financial Officer at Boston-based wealth advisor Bainco, was an invited speaker at the 2017 Pershing INSITE conference held in San Diego. He participated in a panel discussion entitled Managing Profitability & Growth with Metrics which educated industry leaders on how to best utilize financial and operating measurements in order to improve their decision-making processes. Mark conveyed to the audience that “Bainco sets itself apart as an industry Top Performer because we not only understand the considerable value we bring to our clients, but we also understand how to measure our unique service model against industry benchmarks using concrete metrics.”

Competition in the industry has reached new heights making it increasingly more difficult for firms to distinguish themselves. Mark suggested that “understanding a firm’s unique strengths and distinct qualities, supported by fundamentally sound metrics, not only enhances a firm’s ability to grow and scale, but also ensures it is acting in the best interest of its shareholders, employees, and ultimately its clients.”  He cautioned the audience of investment professionals that “ignoring key metrics is like burying your head in the sand and expecting to know when the tide is coming in.”

Mark’s expertise was well received by audience members who actively participated in the Q&A portion of the discussion. Nearly 2,000 investment industry leaders from across the U.S. attended this year’s INSITE conference hosted by Pershing’s Mark Tibergien and Lisa Dolly.

Bainco is a leading Wealth Advisor, based in Boston, Massachusetts, and winner of the 2017 Financial Times 300 – Top Registered Investment Advisors award. 

Content Disclaimers

This commentary/ article has been published or selected for distribution by Bainco based on current events and/or topics of interest. It contains the current opinions of the authors as of the date of publication. All opinions are subject to change at any time. This material has been distributed for informational purposes only and is not meant to convey a current or past recommendation, investment advice of any kind, or a solicitation of an offer to buy or sell securities or investment services.

Material in this publication, including market forecasts and forward-looking statements, is original and/or derived from proprietary and non proprietary sources Bainco deems to be reliable; Bainco does not, however, warrant the completeness, accuracy or timelessness of the information obtained from these sources. The opinions and statements set forth do not consider the investment objectives or financial situation of any particular individual or group of individuals. Readers will need to consider their own circumstances before making an investment decision and are cautioned to consult their own tax and investment professionals with regard to their specific situations.

Past performance is not a guarantee of future results.