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Mentorship That Lasts: From Boss to Business Partner to Trusted Advisor
9th June 2025
In this episode of The Legacy Lounge, Deborah Stavis sits down with her longtime mentor, and former boss, Ed Berube to explore what real mentorship looks like.
Unlocking the Power of Private Markets, Thematic Investing, and Long-Term Thinking
12th May 2025
In this episode of the Stavis Wealth Legacy Lounge, Deborah Stavis sits down with Christopher Zook, Founder, Chairman, and CIO of CAZ Investments.
Women and the Great Wealth Transfer: A Defining Financial Moment
5th May 2025
In the quiet aftermath of the COVID-19 pandemic, an economic transformation has been gaining momentum with little fanfare: the largest intergenerational transfer of wealth in human history. At its center stand millions of women, poised to become the primary stewards of family fortunes built over generations.
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.