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May 18 2020

Loreen Gilbert on Yahoo! Finance: “Stock Picker’s Market” (5/18/20)

Economy, Investment Strategy, Investments, Markets, Wealth Management
by Rally Point

Loreen Gilbert joined Yahoo! Finance's "The Final Round" as the number of unemployed outpaced the number of small businesses in the U.S. to explain this is no time for index investing, but to be strategic in picking stocks. Watch: Loreen Gilbert on Yahoo! Finance's "The Final...

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Mar 20 2020

CNBC: Loreen Gilbert’s Advice During Market Turmoil (3/20/20)

Investment Strategy, Investments, Markets, Wealth Management
by Rally Admin

WealthWise Financial's Loreen Gilbert joins CNBC's "Markets in Turmoil" special with Scott Wapner to explain how she's managing client portfolios in the midst of wild market volatility during the Coronavirus crisis. Watch: Loreen Gilbert on CNBC's "Markets in Turmoil" Special...

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Aug 05 2019

PBS’s “Nightly Business Report”: Whittier Trust’s Sandip Bhagat on How To Invest During the Trade War

Economy, Investment Strategy, Investments, Markets, Wealth Management
by Rally Admin

Whittier Trust CIO Sandip Bhagat joins PBS's "Nightly Business Report" to help investors understand how they should manage a prolonged U.S.-China trade war. (Aug. 5, 2019) Watch: Sandip Bhagat on How Investors Manage Trade War...

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Feb 13 2019

Bloomberg TV: Whittier Trust’s Caleb Silsby Says the Fed May Pause on Rates (2/13/19)

Economy, Investment Strategy, Wealth Management
by Rally Admin

Whittier Trust Portfolio Manager Caleb Silsby explains what economic and market factors could cause the Fed to pause or limit rate hikes in 2019. (Feb. 13, 2019) Watch: Silsby: Fed Will Not Invert Yield Curve  ...

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Dec 29 2015

GuideVine’s Raghav Sharma on Fox Business

Personal Finance, Wealth Management
by Rally Admin

Looking for a financial advisor? Rally Point client Pango Financial joined Fox Business' Mornings with Maria to talk about how the startup is helping people across the U.S. find better financial advice. Click here for the clip.  ...

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Monica Vanhorn

MONICA VANHORN | Managing Director & Account Lead

 

  • Previously served as SVP at Forefront Communications, building the agency’s crypto/digital assets practice
  • Founded Catalyst Communications, which won hard-earned results in fintech marketing and media relations
  • Opened the NASDAQ as content co-chair of the Wall Street Technology Association (WSTA)

 

MA, Journalism, Stanford University | BA, Yale University

 

Contact:
LinkedIn: @MonicaVanHorn
Twitter: @MonicaMVanHorn
Email: monica.vanhorn@rallypointms.com
Phone: 917.446.6358

Abbie Sheridan

Abbie Sheridan | Executive Vice President, Operations & Client Relations

 

  • Formerly SVP at FiComm Partners, boutique firm specializing in the wealth management industry
  • Has extensive media relations experience in fintech, financial services and real estate

 

BA, Pace University

 

Contact:
LinkedIn: @AbbieSheridan
Twitter: @HashtagforAbbie
Email: abbie.sheridan@rallypointms.com
Phone: 516.286.7056

Elise Perkins

Elise Perkins | Content & Media Specialist

 

  • Manages creation of content strategies and development for clients.
  • Former Director of Communications for both the Committee for Economic Development and Financial Services Roundtable.

 

B.A., American Studies, Dickinson College

Contact:
LinkedIn: https://www.linkedin.com/in/elise-perkins-70309922/
Email: elise.perkins@rallypointms.com
Phone: 413.658.8151

John Cook

John Cook | Managing Partner

 

  • Worked as a producer at CNBC’s Closing Bell and as an editor and researcher at NBC News.
  • While based in Singapore, helped to coordinate the re-launch of CNBC’s Asian and Australian programming.
  • Specialized in organizational communication at Hitachi Consulting.

 

MBA, University of Maryland | B.S. Television-Radio, Ithaca College

 

Contact:
LinkedIn: https://www.linkedin.com/thejohncook
Twitter: @_johncook_
Email: john@rallypointms.com
Phone: 585.737.7546

Dorian Langlais

Dorian Langlais | Managing Partner

 

  • Spent seven years at CNBC as a producer for award-winning financial journalist Maria Bartiromo, where his work regularly appeared on “Closing Bell.”
  • Served five years as a producer at MSNBC for the daily business show “Market Wrap”, hosted by veteran journalist Ron Insana.
  • Produced for NBC News anchor Lester Holt.

 

B.A. Communications, University of Southern California

 

Contact:
LinkedIn: https://www.linkedin.com/in/dorianlanglais
Twitter: @dorianlanglais
Email: dorian@rallypointms.com
Phone: 862.368.1011