tax upload | Form CRS/ADV | client log-in |
text
text
Connect
Wayne Richardson CFA® Research Analyst, Equity
Bio
  • Provides due diligence and research activities on Mid and Small Cap mutual funds, exchange traded funds, and equities
  • Evaluates and selects managers and disseminates research in the Mid Cap and Small Cap equity asset classes
  • Assists the Investment Management team with calculating, analyzing, and updating internal performance reports
  • Earned a bachelor’s in economics from UConn and is a Chartered Financial Analyst® (CFA®) designation holder
content-image Back To Team
content-image
Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.

Contact Us