2026 First Quarter Review and Outlook

The fog of war and more. We entered the new year, just three short months and an eternity ago, with justifiable optimism. Investors looked forward to higher tax refunds fueling all-important consumer-driven strength as well as a business-friendly regulatory and investment environment, due to the One Big Beautiful Bill’s stimulus beginning to take hold.

Michael Feiler
Partner,
Private Wealth Management

Kelly Lynch-Moloney, CFP®
Managing Director,
Private Wealth Management

Bernard Picchi, CFA
Managing Director,
Private Wealth Management

Wendy Popowich
Managing Director,
Private Wealth Management
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Lorraine R. Salvo, CFP®, CDFA®
Managing Director,
Private Wealth Management

Dennison T. Veru
Senior Partner,
Chief Investment Officer

Jason Yoo, CFP®
Managing Director,
Private Wealth Management

Catherine Carpenter, FPQP®
Vice President,
Relationship Manager

Carlo Di Fronzo
Associate,
Private Wealth Management

Roseann Heffernan
Assistant Vice President,
Client Relations

Arely Quintanilla
Assistant Vice President,
Client Relations

Amrita Thapa, CFA
Managing Director,
Risk Management & Client Solutions

Omar Majumdar
Associate,
Investment Performance & Reporting Analyst

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...

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