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Why Our New CIO is Re-Engineering Investment Strategy
9th April 2025
In this episode of the Legacy Lounge, we sit down with Samir Sinha, CFA®, our new Chief Investment Officer.
Get to Know Samir Sinha
8th April 2025
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Samir Sinha, our Chief Investment Officer.
Strategic Growth: Stavis Wealth Appoints Samir Sinha as CIO and Launches Investment Platform
4th April 2025
Stavis Wealth is proud to announce the appointment of Samir Sinha, CFA®, as Chief Investment Officer, coinciding with the launch of the firm’s new Investment Management Platform. With over 27 years of global investment experience, Samir brings strategic depth to the firm’s mission of delivering integrated, personalized wealth solutions to high-net-worth families. This milestone reflects Stavis Wealth’s continued commitment to innovation, leadership, and multi-generational financial planning.
Citywire Exclusive: Stavis Wealth Hires Samir Sinha as CIO and launches in-house investment platform
3rd April 2025
Deborah Stavis has launched a new investing platform for her RIA Stavis Wealth and has hired Samir Sinha, a Franklin Templeton alum, as CIO. "I think our nimbleness is our strength,’ Sinha said. ‘That idea that if we see shifts in the market, if we see shifts in where we should be invested, we can make those decisions quickly and we can also make sure that they fit specifically to what our clients need relative to their current situation or current position."
Avoid These Costly Business Mistakes! A CPA’s Guide to Growth, Taxes & Succession Planning
17th March 2025
In this episode of the Legacy Lounge, we sit down with Douglas “Doug” Dickey, a seasoned CPA and the founder of a top 1% accounting and consulting firm.
The Future Isn't Waiting: Shaping Tomorrow with Futurist Alexandra Whittington
24th February 2025
We welcome Alexandra Whittington to the Legacy Lounge. Alexandra is a a futurist, author, and speaker who helps us navigate the uncertainties of tomorrow.
All You Need to Know About Private Placement Life Insurance (PPLI)
10th February 2025
We welcome Jay Judas, Co-Founder and CEO of Life Insurance Strategies Group, to the Legacy Lounge.
The Legacy Lounge Episode 12: Ed Berube
27th January 2025
We welcome Ed Berube, a performance management consultant and mentor and Executive Member of the Stavis Wealth Advisory Board, to the Legacy Lounge.