Notable Recognition
- Mike Foltz attended the 46th Annual University of Miami Heckerling Institute on Estate Planning.
- Mark Balasa participated in “Emerging Markets ETFs: Asia vs. Latin America” at the Index Universe ETF conference in Florida – January 23.
- BDF congratulates Matt Haas for successfully passing the CFP® exam.
- Nick Cosky was elected to the Board of Directors of the Evening Associates at the Art Institute of Chicago.
- Chad Carlson was quoted in “Boutique Money Managers Lead Way with Alternatives” in Investment News - January 1.
- BDF congratulates Matt Mikula for becoming the newest owner of the firm.
- BDF congratulates team members receiving promotions for 2012: Chad Carlson, Wealth Manager; Anthony Dinverno, Senior Planner; Matt Haas, Senior Planner; Jen Lake, Senior Advisor; Phil Ridolphi, Advisor; Neil Teubel, Senior Planner.
BDF Monthly Insights
