News: Financial Digest

Bridgewater Savings hires Gesualdo as VP and comm'l. loan officer

Joseph Gesualdo has joined Bridgewater Savings' Raynham and Bridgewater branch offices as vice president and commercial loan officer. Gesualdo has over 20 years of experience in the banking industry. Prior to joining Bridgewater Savings, Gesualdo was a vice president and relationship manager at Sovereign Bank in New Bedford, Mass. "Joseph's 20 years of banking experience have equipped him with a deep knowledge of the banking industry and helped him develop impeccable relationship management skills," said James Lively, president and CEO of Bridgewater Savings. "He has shown outstanding leadership capabilities in both the community and workplace, and we are excited to welcome him to our team." Gesualdo received a Bachelor of Arts degree from Bloomfield College in 1975, and holds certificates from the Mortgage Lending School, the Commercial Lending School, and the Massachusetts School for Financial Studies.
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Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
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Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.