Reoccurring media coverage on CNBC and in top industry trades
Placement on Barron’s top advisory lists
Winner of Private Asset Management “top client service” award
“Kellie and her team helped frame our media strategy through several acquisitions. They understand the wealth management space, have a strong network of media contacts and most importantly helped raise Banyan’s profile in the industry through positive and consistent media placements. It has been a pleasure to work with them.”