Verdence Named One of the Best Places to Work In Baltimore
Shane Twomey will be joining the firm as a Private Wealth Advisor.
Entries by Lauren Austin
Megan Horneman on Market Misbehavior Podcast with David Keller, CMT
Listen to Verdence CEO and Partner Leo Kelly discuss opportunities and risks created by a rising interest rate environment.
Megan Horneman on Bloomberg TV (38 min. mark)
Listen to Verdence CEO and Partner Leo Kelly discuss opportunities and risks created by a rising interest rate environment.
Megan Horneman In The Wall Street Journal
Dow Rises 300 Points After Commerce Secretary Hints at Trade Progress Despite Tuesday’s gains, index ends Trump’s first 100 days down 6.8% Stocks continued their recent climb Tuesday, as optimism spread among investors that recent tariff turmoil won’t hurt earnings or the economy as badly as feared. The Dow Jones Industrial Average … Read more
Megan Horneman Discusses Market Swings In Investor’s Business Daily
We’re excited to share that our CIO, Megan Horneman recently appeared in the Investor’s Business Daily article “8 Stocks’ Profit Is About To Take Off — But No One Seems To Notice“, by Matt Krantz discussing market swings. “Volatility in markets can be painful, and anxiety levels are understandably high,” … Read more
Megan Horneman on Money Life Podcast with Chuck Jaffe
Listen to Verdence CEO and Partner Leo Kelly discuss opportunities and risks created by a rising interest rate environment.
Leo Kelly on Bloomberg TV (38 min. mark)
Listen to Verdence CEO and Partner Leo Kelly discuss opportunities and risks created by a rising interest rate environment.
CEO Leo Kelly on Reaching the Next Generation of Investors
We’re excited to share that our CEO, Leo Kelly recently appeared in the WealthManagement.com article “New Research Confirms ‘Age Old’ Problem: How to Advise Younger Clients” with Alex Ortolani. Verdence CEO Leo Kelly addressed the long-standing challenge of engaging younger investors who may not yet have that next gen wealth. “Next-gen … Read more
Leo Kelly on Fox Business: Mornings with Maria
Listen to Verdence CEO and Partner Leo Kelly discuss opportunities and risks created by a rising interest rate environment.
Market Volatility Could last for remainder of 2025, Verdence Capital’s Megan Horneman
Listen to Verdence CEO and Partner Leo Kelly discuss opportunities and risks created by a rising interest rate environment.
Nancy McColgan Quoted on Dynastic Wealth in Kiplinger Article
Three Ways to Create Dynastic Wealth Nancy McColgan, Managing Director of Verdence/Family was quoted in an article on Kiplinger.com. She talks about how substantial wealth and ultra high net worth families and dynasties are created. And it might not be how you think: Substantial wealth is typically created in one … Read more
Megan Horneman on Bloomberg TV (52 min. mark)
Listen to Verdence CEO and Partner Leo Kelly discuss opportunities and risks created by a rising interest rate environment.
Megan Horneman on CNBC Squawk Box
Listen to Verdence CEO and Partner Leo Kelly discuss opportunities and risks created by a rising interest rate environment.
Sarah Mouser CFP® to Lead Financial Planning
Shane Twomey will be joining the firm as a Private Wealth Advisor.
Megan Horneman on Bloomberg TV (37 min. mark)
Listen to Verdence CEO and Partner Leo Kelly discuss opportunities and risks created by a rising interest rate environment.
Leo Kelly on Bloomberg Radio: 40min. mark
Listen to Verdence CEO and Partner Leo Kelly discuss opportunities and risks created by a rising interest rate environment.
