A Successful Lunch & Learn at Ruth’s Chris Steak House

We recently had the pleasure of hosting a Lunch & Learn event at Ruth’s Chris Steak House in Boston, MA, and we’re grateful to everyone who joined us for an engaging and informative afternoon.

The event brought together clients, guests, and industry professionals for thoughtful conversation around cash management, portfolio risk, and long-term planning — all over a great meal. We were especially thankful to hear insights from our guest speakers at State Street and Eagle Point, who shared valuable perspectives and helped drive meaningful discussion.

Events like these are an important part of how we connect with our community, create space for education, and offer practical guidance in a relaxed, approachable setting. We truly appreciate everyone who took the time to attend and contribute to the conversation.

Thank you again to our attendees and guest speakers for making this event such a success. We look forward to hosting more opportunities to connect, learn, and share ideas in the months ahead. 

Check out a few photos from the event!