March 13, 2024 – Chief Investment Officer Stuart Katz was featured in Barron’s ‘Advisors Name the New Technology That’s Having the Biggest Impact on Their Firms.’ “The investment process can be very time consuming with regard to sourcing, evaluating, and underwriting investments,” Katz said. “Opto Investments’ technology solution has empowered our investment office and our advisors in a way that helps create time.” Read the full piece here: https://bit.ly/43eUyyx
