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Wealth Professional TV recently sat down with Senior Portfolio Manager & Senior Wealth Advisor Thane Stenner of Stenner Wealth Partners+ at CG Wealth Management Canada to discuss the key drivers to his success. Mr. Stenner outlined his team’s approach to managing his clients’ ultra-high-net-worth portfolios during a prolonged bear market.
The video profile, hosted by James Burton, dives into the customized approach Mr. Stenner applies to managing client portfolios, and to the honor of being named one of WP’s Top 50 Advisors.
“To be featured on WPTV is always an honor,” said Mr. Stenner, “and I appreciate the opportunity to sit down and discuss my work, the market, and best practices for an audience of my peers and professional partners in the industry.”
Stenner Wealth Partners+ at CG Wealth Management intentionally and exclusively serves less than 50 clients across Canada. Managing portfolios from $25 million to over $1 billion, his approach is laser-focused on implementing a standard service model with proactive attention to client needs. Mr. Stenner’s professional experience spans 25+ years and credits a tactical, active approach to navigating the terrain of this most recent bear market.
WPTV provides educational video content to complement the robust resources provided by the online publication, Wealth Professional. James Burton is the managing editor for Wealth Professional Canada and has spent over twenty years as a journalist working with publications, online and newspaper, throughout Canada, the UK, UAE, and Bermuda. Wealth Professional Canada is dedicated to supporting finance professionals with resources, stories, and industry updates.
Thane Stenner is cross-border licensed in USA and Canada via FINRA and IIROC. Previously, he acted as a Managing Director, International Client Advisor, Institutional Consulting Director, and Alternative Investments Director at Morgan Stanley Wealth Management. He led his team in managing portfolios for ultra-high-net-worth clients.
He graduated cum laude from Arizona State University and attended Harvard Business School’s Executive Program. Stenner’s unique knowledge has been featured across several business news outlets including, the Globe & Mail, Financial Post, CNBC & BNN Bloomberg.
For more news and information about Thane Stenner, please visit https://stennerwealthpartners.com/. You can also find him on Twitter and LinkedIn.
