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Crain Currency recently spoke with Kara Pass, President & CEO, on her personal journey into wealth management and how a strong belief in creating a high-tech and high-touch environment like Market Street’s continues to attract innovative people committed to providing an exceptional client experience.
"I love history and innovation, and Market Street, as an organization, is the epitome of these things, enjoying an over 100-plus-year legacy steeped in innovation. In its most basic sense, innovation saves us time, saves us — or makes us — money and makes things easier. Those are very appealing things to our clients.
At the core of an exceptional client experience is delivering services in a way that is delightful and leaves our clients feeling deeply cared for. I believe that exceptional client experiences combine a level of high-tech and high-touch. Technology is such a critical tool in helping us achieve clients’ and families’ goals, allowing us to bring those goals to light, to help people have an eyes-wide-open view of their financial pictures and to ensure not a single piece of their financial picture is missed."
Disclaimer:
This presentation has been prepared by Market Street Trust Company. The views expressed herein represent opinions of Market Street and are presented for informational purposes only. They are not intended to be recommendations or investment advice and do not take into account the individual financial circumstances or objectives of the investor who receives them.
Certain statements included in this presentation constitute forward looking statements. Forward looking statements are not facts but reflect current thinking regarding future events or results. These forward looking statements are subject to risks that may result in actual results being materially different from current expectations.
Past performance (before and after taxes) does not guarantee future performance. There is no assurance that Market Street Trust Company investments will achieve their objectives, or that they will or are likely to achieve results comparable to results shown herein, or will make any profit, or will be able to avoid incurring losses. Exposure to foreign currencies may cause additional fluctuation in the value of any investment. Each investor must assess the suitability of an investment, the investor’s tolerance for risk and the impact on the investor’s diversification strategy. This presentation does not constitute an invitation to buy or an offer to sell securities, or any other products or services.
This is intended as general information only. Investors maybe required to meet certain criteria under the securities laws in order to qualify for certain investments. Any discussion of U.S. tax matters is not intended and cannot be used or relied upon for the purpose of avoiding U.S. tax-related penalties. Please visit our website for additional information concerning Market Street’s investments and investment updates. As always, please feel free to contact us if you would like to learn more about our investment program.
