In 2013, Marshall Smith and Bo McWilliams had a vision to develop First Rate’s first office in Hyderabad, India. With the help of Praveen Pagadala and Rob Bethmann, this vision became a reality [...]
One of the most well-known investment philosophies is “…invest in what you know…” I first heard this phrase attributed to Warren Buffet, but it may have come from an earlier source. The [...]
Being a finalist in the WealthManagement.com awards means a lot not only in the business of First Rate, but to the people who have put in the long and hard work to make First Rate solutions a [...]
