News: Financial Digest

Professional Profile: Stephen Reilly, 2015

Name: Stephen Reilly Title: Chair - Connecticut Bankers Assn. Company: Northwest Community Bank Location: 86 Main St., Winsted, CT Birthplace and year: Stamford, CT - 1962 Family: Wife - Meg; Children - Sean, Katie, Brendan College: UConn - BA in Marketing; completed National School of Banking First job outside of banking: Retail, sporting goods sales First job in banking or allied field: Teller at Union Trust Bank What do you do now and what are you planning for the future? Advance industry issues i.e. - lessen the regulatory burden in CT. There are many regulations affecting the banks, which they had nothing to do with. Banks also had nothing to do with the financial crisis. There is a place for regulation but we are at the other end of the spectrum. This also takes dollars away from the community. Dealing with debit card fraud is another issue. We are responsible for making our customers whole if they are victimized. Retailers have no financial incentive here in terms of protecting consumer information. Hobbies: Time with family, exercise and work out, golf, sports Favorite book: "The River of Debt" (on Teddy Roosevelt) Favorite movie: "It's a Wonderful Life" Person you most emulate (outside of family): John Ursone Key to success (one idea): Hard work with effective communication If you were forced to choose another vocation what would it be? Major league baseball manager
MORE FROM Financial Digest

Example Story Title FD 1

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.
READ ON THE GO
DIGITAL EDITIONS
Subscribe
Columns and Thought Leadership
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.