



In this special live episode of the Planning Perspectives Podcast, recorded at the Philadelphia Business Journal’s Healthcare Awards, six healthcare executives and innovators share their perspectives on the challenges and opportunities shaping healthcare today.
Highlights include:
Together, these leaders highlight the power of collaboration, innovation, and coordinated care across the healthcare ecosystem.

Jamie Hopkins oversees the private wealth management group’s financial advice strategies and growth initiatives, along with leading the institutional and personal trust businesses. He joined the company in 2023.

Kate Duffy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 2024.
Speak with an financial expert.

Discover how to give strategically by aligning your philanthropy with your key values, setting a budget, and focusing your impact…

In this episode, we examine the many different states of a healthy market, which sometimes come as a surprise to…

One economy, two stories. Manufacturing is improving and the labor market remains steady, while housing and business sentiment continue to…
The Path to Philanthropist: Building a Strategic Giving Plan
Discover how to give strategically by aligning your philanthropy with your key values, setting a budget, and focusing your impact where it matters most.
Webinar Replay: Perspective in Uncertain Times: Our Mid-Year Economic & Market Outlook
Watch the replay of our webinar, Perspective in Uncertain Times: Our Mid-Year Economic & Market Outlook, where our investment research team discusses navigating heightened uncertainty amid evolving geopolitical tensions.…
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