My colleague Sam Millette, manager, fixed income on Commonwealth’s Investment Management and Research team, has helped me put together this month’s Market Risk Update. Thanks for the assist, Sam!
Markets dropped in April, reversing the gains from March. The S&P 500 lost 8.72 percent during the month, while the Dow Jones Industrial Average (DJIA) dropped 4.82 percent. The Nasdaq Composite saw the largest decline during the month, as the technology-heavy index fell 13.24 percent in April. The sell-off in April is a reminder that risks remain, and they should be monitored going forward.
Alec joined Riverstone after starting out his post college career on the operations side of an international logistics company working as an account executive. Graduating with a BA in Economics from the University of Illinois at Urbana-Champaign, he quickly developed a strong interest in the financial world. A lifetime resident of the Chicagoland area, Alec is an avid fan of his hometown sports teams. He is also an enthusiast of outdoor activities like fishing, camping, and hiking whenever possible.
Riley has enjoyed working in the financial services industry for the last 7 years. Originally starting in the industry as an assistant, then a registered branch operations manager, and now as a wealth advisor assistant. He has been through numerous business changes and understands the impact that clarity and honest advice can have for clients. Riley enjoys getting to know clients and hearing their stories. He enjoys the financial planning process and the impact that sound financial decisions can have on one’s life. He also understands the importance of those who choose to entrust him to be a steward of their financial resources and does not take the responsibility lightly.
Carol has a wide variety of experiences and has worked mainly with not-for-profit organizations. She spent 20 years in fundraising and 15 years teaching in the Illinois school system while she raised her younger children. Carol lives in Sugar Grove with her husband, Ron, and their Golden Retriever, Charley. She has four children and two grandchildren. When she’s not working, Carol enjoys spending time with friends and family, running, fishing, bible study, and watching her grandchildren play sports.
Sue joined Riverstone Wealth Partners in October 2021. In her role, she partners with our advisors to build strong client relationships and develop retirement strategies to help clients realize their long-term financial goals. Sue earned her BS in Finance from Indiana University’s Kelley School of Business, while a member of the IU Women’s Golf Team. Prior to Riverstone, she held the roles of Financial Advisor with Morgan Stanley in Chicago and National Sales Director at Aquascape, Inc. in St. Charles.
Wealth Advisor
Wealth Advisor / Registered Principal
Wealth Advisor
Wealth Advisor / Registered Principal
Wealth Advisor
Wealth Advisor Assistant
Registered Relationship Assistant
Office Manager
Client Relationship Specialist
Administrative Assistant
Director of Operations