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Why wealth managers should celebrate stalemates in the never-ending cybersecurity battle

July 5, 2023 – Chief Operating Officer and Principal, Vikram Chugh was featured in Financial Planning to discuss ‘Why wealth managers should celebrate stalemates in the never-ending cybersecurity battle.’ “When we are onboarding a vendor, we want to make sure their cybersecurity policy is consistent with our needs and with what we have promised to deliver to our clients. So that’s kind of the starting point,” said Chugh. “The one drawback is that this does add time to onboard a vendor to our systems. But as a risk mitigation strategy, it’s been well worth it.” Read the full piece here: https://tinyurl.com/3uc5kjsh 

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Filed Under: News, Office Austin, TX, Office Boise, ID, Office Boston, MA, Office Burlingame, CA, Office Holmdel, NJ, Office Houston, TX, Office Madison, NJ, Office Marin County, CA, Office Menlo Park, CA, Office New York - Deutsch, Office New York Tierney, Office Pasadena, CA, Office San Francisco - Larkin, Office San Francisco – Amado-McCoy, Office San Ramon, CA, Office Santa Rosa, CA, Office Seattle, WA, Office Sun Valley, ID, Office Vail Valley/Denver, CO Tagged With: vikram chugh

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  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

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